Balboa Wealth Partners’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	$6.53M	Buy	44,672 +2,464	+6%	+$377K	1.1%	15
2025 Q4	$7.5M	Sell	42,208 -1,004	-2%	-$182K	1.24%	15
2025 Q3	$7.88M	Sell	43,212 -5,282	-11%	-$856K	1.36%	15
2025 Q2	$6.61M	Sell	48,494 -12,184	-20%	-$1.43M	1.33%	12
2025 Q1	$5.12M	Sell	60,678 -1,532	-2%	-$135K	1.24%	16
2024 Q4	$4.7M	Sell	62,210 -14,671	-19%	-$855K	1.07%	17
2024 Q3	$2.86M	Buy	76,881 +16,917	+28%	+$519K	0.71%	25
2024 Q2	$1.52M	Buy	59,964 +16,819	+39%	+$379K	0.4%	45
2024 Q1	$993K	Buy	+43,145	New	+$919K	0.29%	63
2023 Q4	–	Sell	-14,697	Closed	-$235K	–	312
2023 Q3	$235K	Buy	+14,697	New	+$234K	0.09%	191