WAS
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Winch Advisory Services’s Palantir PLTR Stock Holding History

Winch Advisory Services’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74K Buy
506
+24
+5% +$3.67K 0.02% 148
2025
Q4 		$85.7K Hold
482
– – 0.02% 143
2025
Q3 		$87.9K Buy
482
+162
+51% +$26.3K 0.02% 139
2025
Q2 		$43.6K Buy
320
+50
+19% +$5.86K 0.01% 171
2025
Q1 		$22.8K Hold
270
– – 0.01% 215
2024
Q4 		$20.4K Buy
+270
New +$15.7K 0.01% 228
2021
Q4 		– Sell
-579
Closed -$14K – 498
2021
Q3 		$14K Sell
579
-64
-10% -$1.56K ﹤0.01% 245
2021
Q2 		$17K Hold
643
– – 0.01% 225
2021
Q1 		$15K Buy
643
+101
+19% +$2.77K 0.01% 218
2020
Q4 		$13K Buy
+542
New +$9.7K 0.01% 204

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VPM
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Northern Trust
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return