Bartlett & Co 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	$317K	Buy	2,171 +78	+4%	+$11.9K	﹤0.01%	395
2025 Q4	$372K	Buy	2,093 +29	+1%	+$5.25K	﹤0.01%	368
2025 Q3	$377K	Buy	2,064 +36	+2%	+$5.83K	0.01%	370
2025 Q2	$276K	Buy	2,028 +789	+64%	+$92.5K	﹤0.01%	404
2025 Q1	$105K	Buy	1,239 +389	+46%	+$34.2K	﹤0.01%	538
2024 Q4	$64.3K	Sell	850 -300	-26%	-$17.5K	﹤0.01%	602
2024 Q3	$42.8K	Hold	1,150	–	–	﹤0.01%	684
2024 Q2	$29.1K	Sell	1,150 -3,850	-77%	-$86.7K	﹤0.01%	760
2024 Q1	$115K	Buy	5,000 +3,000	+150%	+$63.9K	﹤0.01%	528
2023 Q4	$35.1K	Buy	2,000 +1,300	+186%	+$23.2K	﹤0.01%	762
2023 Q3	$11.2K	Buy	+700	New	+$11.1K	﹤0.01%	915
2021 Q4	–	Sell	-100	Closed	-$2.4K	–	751
2021 Q3	$2.4K	Buy	+100	New	+$2.44K	﹤0.01%	848