Concord 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	–	Sell	-989	Closed	-$176K	–	633
2025 Q4	$176K	Buy	989 +250	+34%	+$45.3K	0.02%	204
2025 Q3	$135K	Sell	739 -221	-23%	-$35.8K	0.02%	229
2025 Q2	$131K	Buy	960 +287	+43%	+$33.7K	0.02%	244
2025 Q1	$56.8K	Buy	673 +146	+28%	+$12.8K	0.01%	303
2024 Q4	$39.9K	Buy	527 +300	+132%	+$17.5K	0.01%	364
2024 Q3	$8.45K	Hold	227	–	–	﹤0.01%	571
2024 Q2	$5.75K	Hold	227	–	–	﹤0.01%	560
2024 Q1	$5.23K	Buy	+227	New	+$4.84K	﹤0.01%	651
2023 Q1	–	Sell	-21	Closed	-$135	–	1164
2022 Q4	$135	Buy	+21	New	+$159	﹤0.01%	1216
2022 Q3	–	Sell	-100	Closed	-$1K	–	863
2022 Q2	$1K	Sell	100 -3,441	-97%	-$34K	﹤0.01%	1172
2022 Q1	$49K	Sell	3,541 -2,128	-38%	-$28.4K	0.01%	447
2021 Q4	$103K	Buy	5,669 +4,094	+260%	+$90.4K	0.03%	306
2021 Q3	$38K	Buy	1,575 +270	+21%	+$6.58K	0.02%	265
2021 Q2	$34K	Buy	+1,305	New	+$30.2K	0.01%	409