Institutions / Palatine Hill Wealth Management, LLC / Move history
Back to Palatine Hill Wealth Management, LLC

Palatine Hill Wealth Management, LLC

Quarter-over-quarter position changes

58 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
Trimmed76882B108Jun 30, 2026-634,447-94%38,668$9.28Mmedium
Trimmed78463X889Jun 30, 2026-62,719-17%313,976$3.16Mlow
Added922908363Jun 30, 2026+4,186+666%4,815$2.87Mlow
New746729789Jun 30, 2026+203,333New203,333$2.42Mlow
Added464287200Jun 30, 2026+1,509+2.5%62,451$1.13Mlow
NewExxonMobilXOMJun 30, 2026+4,643New4,643$634.8Klow
New61692G109Jun 30, 2026+37,127New37,127$625.6Klow
Trimmed921943858Jun 30, 2026-8,635-14%52,714$615.2Klow
Added78463X509Jun 30, 2026+11,015+8.6%138,505$570.4Klow
ExitedEXXON MOBIL CORPJun 30, 2026-4,618-100%0$555.7Klow
Added78464A409Jun 30, 2026+3,916+20%23,409$466.0Klow
NewSPACE EXPLORATION TECHNOLOGIES CORPSPCXJun 30, 2026+2,390New2,390$408.4Klow
ExitedCigna GroupJun 30, 2026-1,478-100%0$406.8Klow
Exited46641Q837Jun 30, 2026-7,452-100%0$377.0Klow
New46090E103Jun 30, 2026+445New445$327.7Klow
TrimmedApple Inc.Jun 30, 2026-1,113-7.1%14,572$322.0Klow
ExitedCBRE Group IncJun 30, 2026-1,909-100%0$306.9Klow
NewTEXAS INSTRUMENTS INCJun 30, 2026+979New979$291.7Klow
NewADVANCED MICRO DEVICES INCJun 30, 2026+459New459$266.6Klow
Trimmed09174C104Jun 30, 2026-8,044-16%41,717$256.3Klow
ExitedTHERMO FISHER SCIENTIFIC INC.Jun 30, 2026-442-100%0$256.1Klow
NewCATERPILLAR INCJun 30, 2026+235New235$250.3Klow
New31613E103Jun 30, 2026+15,130New15,130$238.1Klow
NewJOHNSON & JOHNSONJun 30, 2026+932New932$236.7Klow
Added922908736Jun 30, 2026+2,688+472%3,258$231.5Klow
New46438F101Jun 30, 2026+6,874New6,874$228.8Klow
New922908744Jun 30, 2026+1,014New1,014$221.0Klow
Added040919102Jun 30, 2026+10,900+5.2%221,781$212.1Klow
Exited315948109Jun 30, 2026-2,704-100%0$206.1Klow
TrimmedMICROSOFT CORPJun 30, 2026-507-10%4,390$189.1Klow
TrimmedTesla IncJun 30, 2026-425-6.6%5,970$178.7Klow
Added78462F103Jun 30, 2026+209+47%654$156.1Klow
Added78463X418Jun 30, 2026+983+15%7,688$149.3Klow
TrimmedAlphabet Inc.Jun 30, 2026-394-22%1,374$139.2Klow
TrimmedAlphabet Inc.Jun 30, 2026-330-13%2,217$117.9Klow
TrimmedAmazon.com IncJun 30, 2026-468-4.8%9,314$111.5Klow
Trimmed464287622Jun 30, 2026-262-10%2,247$107.3Klow
AddediShares MSCI UAE ETFJun 30, 2026+486+17%3,367$106.6Klow
TrimmedBroadcom Inc.Jun 30, 2026-243-11%2,000$91.8Klow
AddedNVIDIA CorpJun 30, 2026+422+36%1,581$84.4Klow
TrimmedMastercard IncJun 30, 2026-151-16%807$77.6Klow
Trimmed46438R105Jun 30, 2026-6,500-5.8%104,700$77.3Klow
Added922042858Jun 30, 2026+1,047+3.6%29,883$62.5Klow
AddedParker-Hannifin CorpJun 30, 2026+55+16%399$53.8Klow
AddedELI LILLY & CoJun 30, 2026+37+13%331$44.4Klow
AddedAbbVie Inc.Jun 30, 2026+158+15%1,207$39.8Klow
Trimmed78464A854Jun 30, 2026-382-0.7%50,893$33.6Klow
AddedMeta Platforms IncJun 30, 2026+59+12%568$33.2Klow
Added78464A649Jun 30, 2026+986+10%10,605$25.2Klow
TrimmedJPMORGAN CHASE & COJun 30, 2026-33-1.3%2,595$10.8Klow
← PrevPage 1 of 2Next →