Total Wealth Planning & Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
1,624
-2,151
-57% -$293K 0.18% 163
2025
Q1
$319K Sell
3,775
-1,041
-22% -$87.9K 0.3% 113
2024
Q4
$364K Buy
+4,816
New +$364K 0.33% 96