PWA
Primoris Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
27,800
-4,700
| -14% | -$641K | 2.59% | 13 |
|
|
2025
Q1 | $2.74M | Sell |
32,500
-14,050
| -30% | -$1.19M | 2.12% | 14 |
|
|
2024
Q4 | $3.52M | Sell |
46,550
-2,200
| -5% | -$166K | 2.68% | 12 |
|
|
2024
Q3 | $1.81M | Sell |
48,750
-500
| -1% | -$18.6K | 1.32% | 25 |
|
|
2024
Q2 | $1.25M | Buy |
+49,250
| New | +$1.25M | 1% | 32 |
|