Concurrent Investment Advisors’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	$29.1M	Buy	198,702 +4,334	+2%	+$663K	0.32%	58
2025 Q4	$34.5M	Sell	194,368 -3,247	-2%	-$588K	0.4%	48
2025 Q3	$36M	Buy	197,615 +11,335	+6%	+$1.84M	0.62%	29
2025 Q2	$25.4M	Buy	186,280 +34,899	+23%	+$4.09M	0.49%	35
2025 Q1	$12.8M	Buy	151,381 +52,799	+54%	+$4.64M	0.31%	66
2024 Q4	$7.46M	Sell	98,582 -2,833	-3%	-$165K	0.2%	104
2024 Q3	$3.77M	Sell	101,415 -5,636	-5%	-$173K	0.11%	193
2024 Q2	$2.71M	Buy	107,051 +22,800	+27%	+$513K	0.09%	220
2024 Q1	$1.94M	Buy	84,251 +17,663	+27%	+$376K	0.08%	250
2023 Q4	$1.14M	Buy	+66,588	New	+$1.19M	0.05%	309