SWA
SFMG Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
15,316
-156
| -1% | -$21.3K | 0.16% | 68 |
|
|
2025
Q1 | $1.31M | Sell |
15,472
-23,049
| -60% | -$1.95M | 0.1% | 91 |
|
|
2024
Q4 | $2.91M | Sell |
38,521
-12,760
| -25% | -$965K | 0.23% | 56 |
|
|
2024
Q3 | $1.91M | Buy |
51,281
+25
| +0% | +$930 | 0.15% | 69 |
|
|
2024
Q2 | $1.3M | Sell |
51,256
-6,342
| -11% | -$161K | 0.11% | 80 |
|
|
2024
Q1 | $1.33M | Buy |
57,598
+6,229
| +12% | +$143K | 0.11% | 83 |
|
|
2023
Q4 | $882K | Sell |
51,369
-5,511
| -10% | -$94.6K | 0.08% | 93 |
|
|
2023
Q3 | $910K | Buy |
56,880
+32,398
| +132% | +$518K | 0.09% | 89 |
|
|
2023
Q2 | $375K | Buy |
24,482
+968
| +4% | +$14.8K | 0.04% | 150 |
|
|
2023
Q1 | $199K | Buy |
23,514
+25
| +0.1% | +$211 | 0.02% | 235 |
|
|
2022
Q4 | $151K | Sell |
23,489
-21,202
| -47% | -$136K | 0.02% | 238 |
|
|
2022
Q3 | $361K | Buy |
44,691
+1,908
| +4% | +$15.4K | 0.04% | 153 |
|
|
2022
Q2 | $388K | Buy |
42,783
+1,047
| +3% | +$9.5K | 0.05% | 151 |
|
|
2022
Q1 | $573K | Buy |
41,736
+11,422
| +38% | +$157K | 0.06% | 129 |
|
|
2021
Q4 | $552K | Sell |
30,314
-3,851
| -11% | -$70.1K | 0.05% | 141 |
|
|
2021
Q3 | $821K | Sell |
34,165
-191
| -0.6% | -$4.59K | 0.09% | 100 |
|
|
2021
Q2 | $906K | Buy |
34,356
+8,214
| +31% | +$217K | 0.1% | 96 |
|
|
2021
Q1 | $609K | Buy |
26,142
+7,138
| +38% | +$166K | 0.07% | 119 |
|
|
2020
Q4 | $448K | Buy |
+19,004
| New | +$448K | 0.06% | 133 |
|