PWMG
Private Wealth Management Group’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.59M | Sell |
55,705
-3,732
| -6% | -$509K | 2.52% | 15 |
|
2025
Q1 | $5.02M | Sell |
59,437
-18,496
| -24% | -$1.56M | 1.85% | 16 |
|
2024
Q4 | $5.89M | Sell |
77,933
-4,729
| -6% | -$358K | 2.26% | 15 |
|
2024
Q3 | $3.08M | Sell |
82,662
-5,389
| -6% | -$200K | 1.21% | 18 |
|
2024
Q2 | $2.23M | Buy |
88,051
+417
| +0.5% | +$10.6K | 0.97% | 18 |
|
2024
Q1 | $2.02M | Sell |
87,634
-21,587
| -20% | -$497K | 0.91% | 19 |
|
2023
Q4 | $1.88M | Buy |
+109,221
| New | +$1.88M | 0.92% | 21 |
|