Ownership history in Peterson Wealth Services · 6 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services reported a position in PALANTIR TECHNOLOGIES INCORPORATED CLASS A (PLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 76,356 | +72,727 | +2004.1% | 3.47% | $13.6M | $177.75 |
| 2025 Q3 | REDUCED | 3,629 | -81,931 | -95.8% | 3.78% | $15.3M | $182.42 |
| 2025 Q2 | REDUCED | 85,560 | -245 | -0.3% | 3.20% | $11.7M | $136.32 |
| 2025 Q1 | ADDED | 85,805 | +33,038 | +62.6% | 2.24% | $7.2M | $84.40 |
| 2024 Q4 | ADDED | 52,767 | +52,753 | +376807.1% | 1.20% | $4.0M | $75.63 |
| 2024 Q3 | INITIATED | 14 | — | — | 0.00% | $521 | $37.20 |
As of 2025 Q4 — sorted by position size