OWM
OneAscent Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
2,659
-1,999
| -43% | -$272K | 0.13% | 89 |
|
|
2025
Q1 | $393K | Sell |
4,658
-1,960
| -30% | -$165K | 0.17% | 66 |
|
|
2024
Q4 | $501K | Sell |
6,618
-4,062
| -38% | -$308K | 0.21% | 59 |
|
|
2024
Q3 | $397K | Sell |
10,680
-3,152
| -23% | -$117K | 0.15% | 94 |
|
|
2024
Q2 | $350K | Buy |
13,832
+4,713
| +52% | +$119K | 0.18% | 51 |
|
|
2024
Q1 | $210K | Buy |
+9,119
| New | +$210K | 0.08% | 164 |
|