Keudell/Morrison Wealth Management’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$764K	Buy	5,607 +143	+3%	+$19.5K	0.17%	83
2025 Q1	$461K	Sell	5,464 -64	-1%	-$5.4K	0.11%	118
2024 Q4	$418K	Buy	5,528 +53	+1%	+$4.01K	0.11%	128
2024 Q3	$204K	Buy	+5,475	New	+$204K	0.06%	211