Modera Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Sell
13,974
-243
-2% -$33.1K 0.02% 262
2025
Q1
$1.2M Buy
14,217
+837
+6% +$70.6K 0.02% 303
2024
Q4
$1.01M Buy
+13,380
New +$1.01M 0.01% 326