Sard Wealth Management Group’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$482K	Buy	3,536 +437	+14%	+$59.6K	0.3%	31
2025 Q1	$262K	Buy	3,099 +159	+5%	+$13.4K	0.18%	39
2024 Q4	$222K	Buy	+2,940	New	+$222K	0.15%	41