Crestwood Advisors Group’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.49M	Buy	18,280 +1,618	+10%	+$221K	0.04%	184
2025 Q1	$1.41M	Buy	16,662 +5,020	+43%	+$424K	0.03%	237
2024 Q4	$880K	Buy	11,642 +6,178	+113%	+$467K	0.02%	250
2024 Q3	$203K	Buy	+5,464	New	+$203K	﹤0.01%	428