WKWM
Walter & Keenan Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
20,278
+718
| +4% | +$97.9K | 0.8% | 36 |
|
|
2025
Q1 | $1.65M | Buy |
19,560
+214
| +1% | +$18.1K | 0.5% | 53 |
|
|
2024
Q4 | $1.46M | Sell |
19,346
-241
| -1% | -$18.2K | 0.44% | 60 |
|
|
2024
Q3 | $729K | Buy |
19,587
+235
| +1% | +$8.74K | 0.22% | 90 |
|
|
2024
Q2 | $490K | Sell |
19,352
-362
| -2% | -$9.17K | 0.16% | 101 |
|
|
2024
Q1 | $454K | Sell |
19,714
-8,650
| -30% | -$199K | 0.15% | 104 |
|
|
2023
Q4 | $487K | Sell |
28,364
-500
| -2% | -$8.59K | 0.17% | 100 |
|
|
2023
Q3 | $462K | Sell |
28,864
-10,200
| -26% | -$163K | 0.18% | 104 |
|
|
2023
Q2 | $599K | Sell |
39,064
-925
| -2% | -$14.2K | 0.22% | 94 |
|
|
2023
Q1 | $338K | Sell |
39,989
-8,000
| -17% | -$67.6K | 0.13% | 112 |
|
|
2022
Q4 | $308K | Sell |
47,989
-22,500
| -32% | -$144K | 0.12% | 116 |
|
|
2022
Q3 | $573K | Buy |
70,489
+1,500
| +2% | +$12.2K | 0.24% | 83 |
|
|
2022
Q2 | $626K | Buy |
68,989
+14,900
| +28% | +$135K | 0.25% | 82 |
|
|
2022
Q1 | $743K | Buy |
54,089
+22,050
| +69% | +$303K | 0.25% | 77 |
|
|
2021
Q4 | $583K | Buy |
32,039
+880
| +3% | +$16K | 0.19% | 93 |
|
|
2021
Q3 | $749K | Buy |
31,159
+120
| +0.4% | +$2.89K | 0.25% | 83 |
|
|
2021
Q2 | $818K | Buy |
31,039
+3,889
| +14% | +$102K | 0.28% | 81 |
|
|
2021
Q1 | $632K | Buy |
+27,150
| New | +$632K | 0.22% | 88 |
|