Holistic Financial Partners’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Buy
2022
Q1
Sell
2021
Q4
$214K Buy
2021
Q3
$282K Buy
2021
Q2
$309K Buy
2021
Q1
$244K Buy