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WMG Financial Advisors’s Palantir PLTR Stock Holding History

WMG Financial Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$517K Buy
3,794
+503
+15% +$68.6K 0.19% 76
2025
Q1 		$278K Buy
3,291
+310
+10% +$26.2K 0.12% 123
2024
Q4 		$225K Buy
+2,981
New +$225K 0.1% 147