GoalVest Advisory’s Palantir PLTR Stock Holding History

GoalVest Advisory’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.44M	Buy
2025 Q2	$6.31M	Sell
2025 Q1	$4.39M	Sell
2024 Q4	$4.03M	Hold
2024 Q3	$1.98M	Sell
2024 Q2	$1.36M	Buy
2024 Q1	$1.19M	Buy
2023 Q4	–	Sell
2023 Q3	$9.6K	Buy