Palo Alto Wealth Advisors’s Palantir PLTR Stock Holding History

Palo Alto Wealth Advisors’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	$1.02M	Sell
2025 Q2	$793K	Buy
2025 Q1	$742K	Buy
2024 Q4	$322K	Buy
2023 Q3	–	Sell
2023 Q2	$835K	Sell
2023 Q1	$2.49M	Sell
2022 Q4	$3.43M	Buy