Western Pacific 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
$5.6M Sell
41,071
-600
-1% -$81.8K 5.37% 7
2025
Q1
$3.52M Sell
41,671
-7,738
-16% -$653K 3.18% 9
2024
Q4
$3.74M Sell
49,409
-14,406
-23% -$1.09M 3.02% 10
2024
Q3
$2.37M Buy
63,815
+2,274
+4% +$84.6K 1.58% 12
2024
Q2
$1.56M Buy
61,541
+10,286
+20% +$261K 1.18% 13
2024
Q1
$1.18M Buy
51,255
+12,868
+34% +$296K 0.86% 14
2023
Q4
$659K Buy
38,387
+133
+0.3% +$2.28K 0.48% 17
2023
Q3
$612K Buy
38,254
+34,254
+856% +$548K 0.5% 17
2023
Q2
$61.3K Buy
4,000
+2,000
+100% +$30.7K 0.05% 126
2023
Q1
$16.9K Buy
+2,000
New +$16.9K 0.01% 189