PWM
Prosperity Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
24,238
+3,685
| +18% | +$502K | 1.22% | 16 |
|
|
2025
Q1 | $1.73M | Buy |
20,553
+11,921
| +138% | +$1.01M | 0.82% | 21 |
|
|
2024
Q4 | $653K | Sell |
8,632
-8,386
| -49% | -$634K | 0.27% | 67 |
|
|
2024
Q3 | $633K | Sell |
17,018
-2,517
| -13% | -$93.6K | 0.25% | 72 |
|
|
2024
Q2 | $495K | Buy |
19,535
+1,385
| +8% | +$35.1K | 0.24% | 84 |
|
|
2024
Q1 | $418K | Buy |
18,150
+15
| +0.1% | +$345 | 0.2% | 86 |
|
|
2023
Q4 | $311K | Sell |
18,135
-4,350
| -19% | -$74.7K | 0.2% | 82 |
|
|
2023
Q3 | $360K | Buy |
22,485
+1,275
| +6% | +$20.4K | 0.23% | 80 |
|
|
2023
Q2 | $325K | Buy |
21,210
+10,830
| +104% | +$166K | 0.21% | 78 |
|
|
2023
Q1 | $87.7K | Sell |
10,380
-20,408
| -66% | -$172K | 0.07% | 124 |
|
|
2022
Q4 | $198K | Buy |
+30,788
| New | +$198K | 0.19% | 107 |
|