Bernardo Wealth Planning’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	$212K	Buy	1,447 +90	+7%	+$13.8K	0.04%	122
2025 Q4	$241K	Buy	1,357 +153	+13%	+$27.7K	0.05%	113
2025 Q3	$220K	Buy	+1,204	New	+$195K	0.04%	116
2024 Q1	–	Sell	-11,473	Closed	-$197K	–	107
2023 Q4	$197K	Sell	11,473 -100	-0.9%	-$1.78K	0.06%	86
2023 Q3	$185K	Buy	11,573 +473	+4%	+$7.53K	0.07%	80
2023 Q2	$170K	Hold	11,100	–	–	0.07%	88
2023 Q1	$93.8K	Hold	11,100	–	–	0.04%	88
2022 Q4	$71.3K	Hold	11,100	–	–	0.03%	86
2022 Q3	$92K	Hold	11,100	–	–	0.05%	79
2022 Q2	$100K	Hold	11,100	–	–	0.06%	81
2022 Q1	$152K	Buy	+11,100	New	+$148K	0.08%	87