WealthPlan Investment 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
$5.21M Sell
38,184
-526
-1% -$71.7K 0.38% 83
2025
Q1
$3.27M Buy
38,710
+2,905
+8% +$245K 0.32% 83
2024
Q4
$2.71M Buy
35,805
+21,204
+145% +$1.6M 0.27% 90
2024
Q3
$543K Buy
+14,601
New +$543K 0.06% 155