SPWM
Straight Path Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
21,680
+1,399
| +7% | +$191K | 1% | 19 |
|
|
2025
Q1 | $1.71M | Sell |
20,281
-11,490
| -36% | -$970K | 0.69% | 23 |
|
|
2024
Q4 | $2.4M | Sell |
31,771
-2,832
| -8% | -$214K | 0.95% | 15 |
|
|
2024
Q3 | $1.29M | Buy |
34,603
+4,253
| +14% | +$158K | 0.55% | 23 |
|
|
2024
Q2 | $769K | Buy |
30,350
+2,000
| +7% | +$50.7K | 0.39% | 33 |
|
|
2024
Q1 | $652K | Buy |
28,350
+2,250
| +9% | +$51.8K | 0.37% | 37 |
|
|
2023
Q4 | $448K | Buy |
26,100
+2,600
| +11% | +$44.6K | 0.26% | 47 |
|
|
2023
Q3 | $376K | Buy |
23,500
+5,000
| +27% | +$80K | 0.25% | 51 |
|
|
2023
Q2 | $284K | Buy |
18,500
+1,500
| +9% | +$23K | 0.19% | 62 |
|
|
2023
Q1 | $144K | Hold |
17,000
| – | – | 0.11% | 68 |
|
|
2022
Q4 | $109K | Buy |
17,000
+1,000
| +6% | +$6.42K | 0.1% | 67 |
|
|
2022
Q3 | $130K | Hold |
16,000
| – | – | 0.12% | 69 |
|
|
2022
Q2 | $145K | Hold |
16,000
| – | – | 0.14% | 70 |
|
|
2022
Q1 | $220K | Buy |
16,000
+5,500
| +52% | +$75.6K | 0.19% | 64 |
|
|
2021
Q4 | $191K | Buy |
+10,500
| New | +$191K | 0.17% | 72 |
|