Aprio Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
8,344
+3,428
+70% +$467K 0.13% 100
2025
Q1
$415K Buy
4,916
+625
+15% +$52.8K 0.05% 203
2024
Q4
$325K Buy
+4,291
New +$325K 0.05% 196