Institutions / Palatine Hill Wealth Management, LLC / Activity
Activity — Palatine Hill Wealth Management, LLC
58 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | ANET Arista Networks, Inc. Common Stock | $-170 | -1 -0.02% | 4,047 0.55% of portfolio | low |
| Q2 2026 as of | Add | Emerson Electric Co Common stock | $429 | +3 +0.18% | 1,626 0.19% of portfolio | low |
| Q2 2026 as of | Trim | 464288240 Common stock | $-457 | -6 -0.06% | 10,167 0.62% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $1.7K | +6 +0.68% | 882 0.20% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $2.6K | +23 +0.78% | 2,963 0.27% of portfolio | low |
| Q2 2026 as of | Trim | Netflix Inc Common stock | $-4.4K | -62 -1.62% | 3,756 0.22% of portfolio | low |
| Q2 2026 as of | Add | 025072505 Common stock | $7.7K | +152 +1.62% | 9,506 0.39% of portfolio | low |
| Q2 2026 as of | Trim | 922042775 Common stock | $-10.0K | -119 -1.62% | 7,220 0.49% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-10.8K | -33 -1.26% | 2,595 0.68% of portfolio | low |
| Q2 2026 as of | Add | 78464A649 Common stock | $25.2K | +986 +10.25% | 10,605 0.22% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $33.2K | +59 +11.59% | 568 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 78464A854 Common stock | $-33.6K | -382 -0.75% | 50,893 3.60% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $39.8K | +158 +15.06% | 1,207 0.24% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $44.4K | +37 +12.59% | 331 0.32% of portfolio | low |
| Q2 2026 as of | Add | Parker-Hannifin Corp Common stock | $53.8K | +55 +15.99% | 399 0.31% of portfolio | low |
| Q2 2026 as of | Add | 922042858 Common stock | $62.5K | +1K +3.63% | 29,883 1.44% of portfolio | low |
| Q2 2026 as of | Trim | 46438R105 Common stock | $-77.3K | -7K -5.85% | 104,700 1.00% of portfolio | low |
| Q2 2026 as of | Trim | Mastercard Inc Common stock | $-77.6K | -151 -15.76% | 807 0.33% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $84.4K | +422 +36.41% | 1,581 0.25% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-91.8K | -243 -10.83% | 2,000 0.61% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $106.6K | +486 +16.87% | 3,367 0.60% of portfolio | low |
| Q2 2026 as of | Trim | 464287622 Common stock | $-107.3K | -262 -10.44% | 2,247 0.74% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-111.5K | -468 -4.78% | 9,314 1.79% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-117.9K | -330 -12.96% | 2,217 0.64% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-139.2K | -394 -22.29% | 1,374 0.39% of portfolio | low |
| Q2 2026 as of | Add | 78463X418 Common stock | $149.3K | +983 +14.66% | 7,688 0.94% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $156.1K | +209 +46.97% | 654 0.39% of portfolio | low |
| Q2 2026 as of | Trim | Tesla Inc Common stock | $-178.7K | -425 -6.65% | 5,970 2.02% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-189.1K | -507 -10.35% | 4,390 1.32% of portfolio | low |
| Q2 2026 as of | Exit | 315948109 Common stock | $-206.1K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Add | 040919102 Common stock | $212.1K | +11K +5.17% | 221,781 3.48% of portfolio | low |
| Q2 2026 as of | New | 922908744 Common stock | $221.0K | +1K | 1,014 0.18% of portfolio | low |
| Q2 2026 as of | New | 46438F101 Common stock | $228.8K | +7K | 6,874 0.18% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $231.5K | +3K +471.58% | 3,258 0.23% of portfolio | low |
| Q2 2026 as of | New | Johnson & Johnson Common stock | $236.7K | +932 | 932 0.19% of portfolio | low |
| Q2 2026 as of | New | 31613E103 Common stock | $238.1K | +15K | 15,130 0.19% of portfolio | low |
| Q2 2026 as of | New | Caterpillar Inc Common stock | $250.3K | +235 | 235 0.20% of portfolio | low |
| Q2 2026 as of | Exit | Thermo Fisher Scientific Inc. Common stock | $-256.1K | -442 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 09174C104 Common stock | $-256.3K | -8K -16.17% | 41,717 1.07% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $266.6K | +459 | 459 0.21% of portfolio | low |
| Q2 2026 as of | New | Texas Instruments Inc Common stock | $291.7K | +979 | 979 0.23% of portfolio | low |
| Q2 2026 as of | Exit | CBRE Group Inc Common stock | $-306.9K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-322.0K | -1K -7.10% | 14,572 3.40% of portfolio | low |
| Q2 2026 as of | New | 46090E103 Common stock | $327.7K | +445 | 445 0.26% of portfolio | low |
| Q2 2026 as of | Exit | 46641Q837 Common stock | $-377.0K | -7K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Cigna Group Common stock | $-406.8K | -1K -100.00% | 0 | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $408.4K | +2K | 2,390 0.33% of portfolio | low |
| Q2 2026 as of | Add | 78464A409 Common stock | $466.0K | +4K +20.09% | 23,409 2.24% of portfolio | low |
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-555.7K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Add | 78463X509 Common stock | $570.4K | +11K +8.64% | 138,505 5.78% of portfolio | low |