WMA
Wealth Management Associates’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
49,548
+299
| +0.6% | +$40.8K | 2.63% | 8 |
|
|
2025
Q1 | $4.16M | Buy |
49,249
+682
| +1% | +$57.6K | 1.78% | 15 |
|
|
2024
Q4 | $3.67M | Sell |
48,567
-2,507
| -5% | -$190K | 1.57% | 14 |
|
|
2024
Q3 | $1.9M | Sell |
51,074
-1,796
| -3% | -$66.8K | 0.84% | 28 |
|
|
2024
Q2 | $1.34M | Hold |
52,870
| – | – | 0.63% | 38 |
|
|
2024
Q1 | $1.34M | Buy |
52,870
+29,280
| +124% | +$742K | 0.63% | 38 |
|
|
2023
Q4 | $405K | Buy |
23,590
+5,275
| +29% | +$90.6K | 0.21% | 99 |
|
|
2023
Q3 | $293K | Buy |
+18,315
| New | +$293K | 0.17% | 130 |
|