Waldron Private Wealth’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,576
Closed -$497K 392
2024
Q4
$497K Sell
6,576
-1,314
-17% -$99.4K 0.02% 254
2024
Q3
$294K Buy
+7,890
New +$294K 0.01% 330