XWM
Xcel Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
20,751
+1,250
| +6% | +$170K | 0.81% | 35 |
|
|
2025
Q1 | $1.65M | Buy |
19,501
+985
| +5% | +$83.1K | 0.51% | 48 |
|
|
2024
Q4 | $1.4M | Buy |
18,516
+10,216
| +123% | +$773K | 0.39% | 50 |
|
|
2024
Q3 | $309K | Buy |
+8,300
| New | +$309K | 0.09% | 105 |
|