Axxcess Wealth Management’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.6M	Sell	73,285 -45,066	-38%	-$6.89M	0.34%	69
2025 Q4	$21M	Buy	118,351 +16,451	+16%	+$2.98M	0.37%	57
2025 Q3	$18.6M	Buy	101,900 +6,585	+7%	+$1.07M	0.39%	49
2025 Q2	$13M	Sell	95,315 -3,068	-3%	-$360K	0.31%	69
2025 Q1	$8.3M	Sell	98,383 -2,199	-2%	-$193K	0.23%	83
2024 Q4	$7.61M	Sell	100,582 -897	-0.9%	-$52.2K	0.19%	96
2024 Q3	$3.78M	Buy	101,479 +39,509	+64%	+$1.21M	0.1%	166
2024 Q2	$1.57M	Buy	61,970 +44,943	+264%	+$1.01M	0.04%	295
2024 Q1	$392K	Buy	17,027 +4,123	+32%	+$87.9K	0.01%	598
2023 Q4	$222K	Buy	12,904 +824	+7%	+$14.7K	0.01%	745
2023 Q3	$193K	Buy	+12,080	New	+$192K	0.01%	743
2022 Q2	–	Sell	-16,050	Closed	-$220K	–	629
2022 Q1	$220K	Sell	16,050 -23,865	-60%	-$318K	0.02%	557
2021 Q4	$727K	Buy	+39,915	New	+$881K	0.06%	279