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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$423K	Sell	3,100 -500	-14%	-$68.2K	0.14%	156
2025 Q1	$304K	Sell	3,600 -1,600	-31%	-$135K	0.1%	182
2024 Q4	$393K	Buy	+5,200	New	+$393K	0.13%	156