GeoWealth Management’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.8M	Sell	13,239 -1,337	-9%	-$182K	0.07%	163
2025 Q1	$1.23M	Buy	14,576 +3,561	+32%	+$301K	0.05%	221
2024 Q4	$833K	Buy	11,015 +1,990	+22%	+$151K	0.03%	336
2024 Q3	$336K	Buy	+9,025	New	+$336K	0.01%	574