Walled Lake Planning & Wealth 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 | $492K | Hold |
3,612
| – | – | 0.16% | 69 |
|
|
2025
Q1 | $305K | Sell |
3,612
-1,780
| -33% | -$150K | 0.11% | 98 |
|
|
2024
Q4 | $408K | Sell |
5,392
-1,254
| -19% | -$94.8K | 0.15% | 82 |
|
|
2024
Q3 | $247K | Buy |
+6,646
| New | +$247K | 0.09% | 111 |
|
|
2021
Q4 | – | Sell |
-2,063
| Closed | -$50K | – | 261 |
|
|
2021
Q3 | $50K | Hold |
2,063
| – | – | 0.03% | 164 |
|
|
2021
Q2 | $54K | Hold |
2,063
| – | – | 0.04% | 151 |
|
|
2021
Q1 | $48K | Buy |
+2,063
| New | +$48K | 0.03% | 146 |
|