Williams Jones 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
$556K Buy
4,076
+136
+3% +$18.5K 0.01% 335
2025
Q1
$333K Sell
3,940
-323
-8% -$27.3K ﹤0.01% 393
2024
Q4
$322K Buy
+4,263
New +$322K ﹤0.01% 404