Charles Schwab Investment Advisory’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-39,350	Closed	-$676K	–	129
2023 Q4	$676K	Buy	39,350 +786	+2%	+$13.5K	﹤0.01%	63
2023 Q3	$617K	Buy	38,564 +3,820	+11%	+$61.1K	﹤0.01%	64
2023 Q2	$533K	Buy	+34,744	New	+$533K	﹤0.01%	71