Avantax Planning Partners’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$455K Buy
3,338
+173
+5% +$23.6K 0.01% 277
2025
Q1
$267K Buy
3,165
+185
+6% +$15.6K 0.01% 361
2024
Q4
$225K Buy
+2,980
New +$225K 0.01% 390