Baker Tilly 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	$8.99M	Buy	61,490 +40,073	+187%	+$6.13M	2.19%	7
2025 Q4	$3.81M	Sell	21,417 -839	-4%	-$152K	0.94%	25
2025 Q3	$4.06M	Buy	22,256 +172	+0.8%	+$27.9K	0.92%	27
2025 Q2	$3.01M	Buy	22,084 +260	+1%	+$30.5K	1.08%	19
2025 Q1	$1.84M	Buy	21,824 +217	+1%	+$19.1K	0.72%	23
2024 Q4	$1.63M	Buy	21,607 +1,473	+7%	+$85.8K	0.64%	31
2024 Q3	$749K	Buy	20,134 +23	+0.1%	+$706	0.33%	76
2024 Q2	$509K	Buy	20,111 +13	+0.1%	+$293	0.21%	118
2024 Q1	$462K	Sell	20,098 -16	-0.1%	-$341	0.08%	273
2023 Q4	$345K	Buy	20,114 +17	+0.1%	+$303	0.06%	368
2023 Q3	$322K	Buy	+20,097	New	+$320K	0.05%	354