TWM
TCFG Wealth Management’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Buy |
11,242
+2,608
| +30% | +$356K | 0.69% | 32 |
|
2025
Q1 | $729K | Buy |
8,634
+1,576
| +22% | +$133K | 0.37% | 72 |
|
2024
Q4 | $534K | Buy |
7,058
+1,672
| +31% | +$126K | 0.27% | 95 |
|
2024
Q3 | $200K | Buy |
+5,386
| New | +$200K | 0.1% | 212 |
|