Plante Moran Financial Advisors’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.3K	Sell	337 -197	-37%	-$30.1K	﹤0.01%	313
2025 Q4	$94.9K	Buy	534 +15	+3%	+$2.71K	0.01%	239
2025 Q3	$94.7K	Sell	519 -8	-2%	-$1.3K	0.01%	250
2025 Q2	$71.8K	Buy	527 +13	+3%	+$1.52K	0.01%	284
2025 Q1	$43.4K	Sell	514 -54	-10%	-$4.74K	﹤0.01%	365
2024 Q4	$43K	Buy	568 +8	+1%	+$466	﹤0.01%	373
2024 Q3	$20.8K	Hold	560	–	–	﹤0.01%	522
2024 Q2	$14.2K	Buy	560 +440	+367%	+$9.91K	﹤0.01%	527
2024 Q1	$2.76K	Hold	120	–	–	﹤0.01%	743
2023 Q4	$2.06K	Hold	120	–	–	﹤0.01%	720
2023 Q3	$1.92K	Buy	+120	New	+$1.91K	﹤0.01%	663
2023 Q1	–	Sell	-409	Closed	-$2.63K	–	907
2022 Q4	$2.63K	Buy	409 +111	+37%	+$841	﹤0.01%	723
2022 Q3	$2K	Buy	+298	New	+$2.65K	﹤0.01%	793
2022 Q1	–	Sell	-352	Closed	-$6K	–	962
2021 Q4	$6K	Buy	+352	New	+$7.77K	﹤0.01%	792
2021 Q2	–	Sell	-2,000	Closed	-$47K	–	1069
2021 Q1	$47K	Buy	+2,000	New	+$54.9K	0.01%	379