Circle Wealth Management, LLC PLTR Holdings History
Circle Wealth Management, LLC's Palantir Technologies Inc Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 48,932.00 shares of Palantir Technologies Inc(PLTR), totaling $4.13 Mil. This investment constitutes 0.09% of their stock portfolio, and Circle Wealth Management, LLC now holds 0% of the outstanding Palantir Technologies Inc(PLTR) stock.
The initial trade took place in 2021Q1. And since then Circle Wealth Management, LLC has made 10 purchases of PLTR, at an average price of $16.90, for a total of 200,553.00 shares. In addition, there have been 5 sales at an average price of $33.75 for 151,621.00 shares. Based on historical transaction data and PLTR's current price of $139.12, Circle Wealth Management, LLC's estimated gain on his PLTR holdings is $8.54 Mil, reflecting a 251.86% gain to date.
Circle Wealth Management, LLC PLTR ($139.12) Holding Chart
Circle Wealth Management, LLC PLTR ($139.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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