SWM
SeaCrest Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
57,150
+4,752
| +9% | +$648K | 0.85% | 19 |
|
|
2025
Q1 | $4.42M | Sell |
52,398
-11,086
| -17% | -$936K | 0.5% | 29 |
|
|
2024
Q4 | $4.8M | Buy |
63,484
+31,641
| +99% | +$2.39M | 0.5% | 25 |
|
|
2024
Q3 | $1.18M | Buy |
31,843
+2,400
| +8% | +$89.3K | 0.13% | 151 |
|
|
2024
Q2 | $746K | Buy |
29,443
+3,718
| +14% | +$94.2K | 0.08% | 228 |
|
|
2024
Q1 | $592K | Buy |
25,725
+10,764
| +72% | +$248K | 0.07% | 276 |
|
|
2023
Q4 | $239K | Buy |
14,961
+3,711
| +33% | +$59.3K | 0.03% | 529 |
|
|
2023
Q3 | $180K | Buy |
+11,250
| New | +$180K | 0.02% | 577 |
|
|
2022
Q3 | – | Sell |
-7,825
| Closed | -$71K | – | 1265 |
|
|
2022
Q2 | $71K | Sell |
7,825
-4,999
| -39% | -$45.4K | 0.01% | 986 |
|
|
2022
Q1 | $176K | Sell |
12,824
-12,107
| -49% | -$166K | 0.02% | 668 |
|
|
2021
Q4 | $454K | Buy |
24,931
+510
| +2% | +$9.29K | 0.05% | 386 |
|
|
2021
Q3 | $587K | Buy |
24,421
+2,458
| +11% | +$59.1K | 0.07% | 295 |
|
|
2021
Q2 | $579K | Buy |
21,963
+5,377
| +32% | +$142K | 0.07% | 304 |
|
|
2021
Q1 | $386K | Buy |
16,586
+4,318
| +35% | +$100K | 0.05% | 390 |
|
|
2020
Q4 | $289K | Buy |
+12,268
| New | +$289K | 0.04% | 445 |
|