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
2025
Q3
$135K Sell
2025
Q2
$131K Buy
2025
Q1
$56.8K Buy
2024
Q4
$39.9K Buy
2024
Q3
$8.45K Hold
2024
Q2
$5.75K Hold
2024
Q1
$5.23K Buy
2023
Q1
Sell
2022
Q4
$135 Buy
2022
Q3
Sell
2022
Q2
$1K Sell
2022
Q1
$49K Sell
2021
Q4
$103K Buy
2021
Q3
$38K Buy
2021
Q2
$34K Buy