Global Financial Private Client’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	$783K	Buy	5,354 +1,101	+26%	+$168K	0.26%	118
2025 Q4	$756K	Sell	4,253 -4	-0.1%	-$724	0.27%	109
2025 Q3	$777K	Buy	4,257 +32	+0.8%	+$5.19K	0.28%	107
2025 Q2	$576K	Buy	4,225 +148	+4%	+$17.4K	0.22%	123
2025 Q1	$344K	Sell	4,077 -3,433	-46%	-$301K	0.13%	159
2024 Q4	$568K	Sell	7,510 -50	-0.7%	-$2.91K	0.21%	120
2024 Q3	$281K	Hold	7,560	–	–	0.11%	171
2024 Q2	$191K	Buy	7,560 +588	+8%	+$13.2K	0.08%	187
2024 Q1	$159K	Buy	6,972 +745	+12%	+$15.9K	0.07%	191
2023 Q4	$107K	Buy	6,227 +397	+7%	+$7.07K	0.05%	219
2023 Q3	$92.6K	Buy	+5,830	New	+$92.9K	0.05%	219
2023 Q2	–	Sell	-2,000	Closed	-$16.8K	–	699
2023 Q1	$16.8K	Hold	2,000	–	–	0.01%	387
2022 Q4	$12.8K	Hold	2,000	–	–	0.01%	398
2022 Q3	$16.5K	Hold	2,000	–	–	0.01%	369
2022 Q2	$18.5K	Hold	2,000	–	–	0.01%	353
2022 Q1	$27.7K	Hold	2,000	–	–	0.01%	323
2021 Q4	$36.4K	Hold	2,000	–	–	0.02%	293
2021 Q3	$48.7K	Sell	2,000 -7,083	-78%	-$173K	0.03%	247
2021 Q2	$225K	Buy	9,083 +7,083	+354%	+$164K	0.13%	127
2021 Q1	$46.1K	Buy	+2,000	New	+$54.9K	0.03%	214