SWM
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Shepherd Wealth Management’s Palantir PLTR Stock Holding History

Shepherd Wealth Management’s Portfolio PLTR Stock Details PLTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.8M Buy
117,175
+20,272
+21% +$3.78M 14.86% 2
2025
Q1 		$8.18M Buy
96,903
+47,388
+96% +$4M 8.41% 2
2024
Q4 		$3.74M Buy
+49,515
New +$3.74M 3.68% 7