SWM
Seed Wealth Management’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.56M | Buy |
18,813
+2,773
| +17% | +$378K | 1.91% | 13 |
|
2025
Q1 | $1.35M | Sell |
16,040
-860
| -5% | -$72.6K | 1.1% | 22 |
|
2024
Q4 | $1.28M | Sell |
16,900
-1,100
| -6% | -$83.2K | 1.03% | 23 |
|
2024
Q3 | $670K | Sell |
18,000
-500
| -3% | -$18.6K | 0.54% | 49 |
|
2024
Q2 | $469K | Hold |
18,500
| – | – | 0.41% | 62 |
|
2024
Q1 | $423K | Hold |
18,500
| – | – | 0.4% | 64 |
|
2023
Q4 | $307K | Sell |
18,500
-500
| -3% | -$8.29K | 0.31% | 84 |
|
2023
Q3 | $304K | Sell |
19,000
-700
| -4% | -$11.2K | 0.34% | 79 |
|
2023
Q2 | $302K | Sell |
19,700
-1,300
| -6% | -$19.9K | 0.32% | 80 |
|
2023
Q1 | $177K | Hold |
21,000
| – | – | 0.2% | 129 |
|
2022
Q4 | $135K | Buy |
+21,000
| New | +$135K | 0.15% | 130 |
|