Heritage Wealth Management (California)’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.96M	Buy	29,046 +22	+0.1%	+$3K	2.64%	8
2025 Q1	$2.45M	Hold	29,024	–	–	1.84%	13
2024 Q4	$2.2M	Buy	29,024 +111	+0.4%	+$8.4K	1.58%	12
2024 Q3	$1.08M	Buy	+28,913	New	+$1.08M	0.76%	30