Walled Lake Planning & Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$492K Hold
2025
Q1
$305K Sell
2024
Q4
$408K Sell
2024
Q3
$247K Buy
2021
Q4
Sell
2021
Q3
$50K Hold
2021
Q2
$54K Hold
2021
Q1
$48K Buy