TSWM
Tyler-Stone Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Sell |
137,993
-34,137
| -20% | -$4.65M | 3.03% | 6 |
|
|
2025
Q1 | $14.5M | Sell |
172,130
-15,138
| -8% | -$1.28M | 2.61% | 6 |
|
|
2024
Q4 | $14.2M | Sell |
187,268
-14,738
| -7% | -$1.11M | 2.52% | 6 |
|
|
2024
Q3 | $7.51M | Buy |
202,006
+99,921
| +98% | +$3.72M | 1.42% | 15 |
|
|
2024
Q2 | $2.59M | Buy |
102,085
+555
| +0.5% | +$14.1K | 1.06% | 18 |
|
|
2024
Q1 | $2.34M | Buy |
101,530
+1,370
| +1% | +$31.5K | 1.03% | 19 |
|
|
2023
Q4 | $1.72M | Buy |
100,160
+575
| +0.6% | +$9.87K | 0.86% | 27 |
|
|
2023
Q3 | $1.59M | Buy |
99,585
+8,150
| +9% | +$130K | 0.91% | 27 |
|
|
2023
Q2 | $1.4M | Buy |
+91,435
| New | +$1.4M | 0.79% | 28 |
|
|
2022
Q4 | $524K | Sell |
81,640
-300
| -0.4% | -$1.93K | 0.36% | 65 |
|
|
2022
Q3 | $666K | Buy |
81,940
+11,700
| +17% | +$95.1K | 0.51% | 44 |
|
|
2022
Q2 | $637K | Buy |
70,240
+65,140
| +1,277% | +$591K | 0.42% | 56 |
|
|
2022
Q1 | $70K | Buy |
5,100
+1,000
| +24% | +$13.7K | 0.04% | 297 |
|
|
2021
Q4 | $75K | Buy |
+4,100
| New | +$75K | 0.04% | 304 |
|