CCG Wealth Management’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$463K	Sell	3,400 -227	-6%	-$30.9K	0.24%	49
2025 Q1	$306K	Sell	3,627 -1,874	-34%	-$158K	0.18%	57
2024 Q4	$416K	Sell	5,501 -2,309	-30%	-$175K	0.23%	49
2024 Q3	$291K	Buy	+7,810	New	+$291K	0.16%	58