MWM
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Modern Wealth Management’s Palantir PLTR Stock Holding History

Modern Wealth Management’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.96M Sell
14,366
-3,748
-21% -$511K 0.05% 267
2025
Q1 		$1.53M Buy
18,114
+10,601
+141% +$895K 0.05% 244
2024
Q4 		$568K Buy
+7,513
New +$568K 0.02% 338