Number of Shares
96,903.00
Current Holdings Value*
$8.18 Mil
% of Portfolio
8.41%
Total Estimate Gain
$6.71 Mil
% of Total Estimate Gain
94.97%

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Palantir Technologies Inc Holding Summary

As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 96,903.00 shares of Palantir Technologies Inc(PLTR), totaling $8.18 Mil. This investment constitutes 8.41% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding Palantir Technologies Inc(PLTR) stock.

The initial trade took place in 2024Q4. And since then SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has made 1 purchases of PLTR, at an average price of $72.88, for a total of 96,903.00 shares. Based on historical transaction data and PLTR's current price of $142.10, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his PLTR holdings is $6.71 Mil, reflecting a 94.97% gain to date.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co PLTR ($142.10) Holding Chart

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co PLTR ($142.10) 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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