Synergy Financial 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
$397K Buy
2,913
+43
+1% +$5.86K 0.29% 64
2025
Q1
$242K Buy
+2,870
New +$242K 0.22% 95