Wealth Management Partners’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Sell
21,982
-2,915
-12% -$406K 1.08% 19
2025
Q1
$2.1M Sell
24,897
-233
-0.9% -$19.7K 0.97% 26
2024
Q4
$1.9M Buy
25,130
+980
+4% +$74.1K 0.82% 28
2024
Q3
$898K Buy
+24,150
New +$898K 0.42% 50