RWB
RMR Wealth Builders’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
15,436
+8,990
| +139% | +$1.23M | 0.19% | 70 |
|
|
2025
Q1 | $544K | Sell |
6,446
-755
| -10% | -$63.7K | 0.06% | 146 |
|
|
2024
Q4 | $545K | Buy |
7,201
+167
| +2% | +$12.6K | 0.06% | 146 |
|
|
2024
Q3 | $262K | Buy |
+7,034
| New | +$262K | 0.03% | 223 |
|
|
2022
Q2 | – | Sell |
-10,085
| Closed | -$138K | – | 210 |
|
|
2022
Q1 | $138K | Buy |
+10,085
| New | +$138K | 0.03% | 203 |
|
|
2021
Q2 | – | Sell |
-18,711
| Closed | -$436K | – | 553 |
|
|
2021
Q1 | $436K | Buy |
18,711
+17,451
| +1,385% | +$407K | 0.11% | 109 |
|
|
2020
Q4 | $30K | Buy |
+1,260
| New | +$30K | 0.01% | 308 |
|