Annex Advisory Services’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.26M Buy
2025
Q2
$1.66M Buy
2025
Q1
$1.03M Buy
2024
Q4
$884K Sell
2024
Q3
$688K Sell
2024
Q2
$502K Buy
2024
Q1
$424K Sell
2023
Q4
$365K Buy
2023
Q3
$292K Hold
2023
Q2
$280K Hold
2023
Q1
$154K Buy
2022
Q4
$96.4K Sell
2022
Q3
$122K Hold
2022
Q2
$137K Sell
2022
Q1
$254K Buy