TWA
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Trellis Wealth Advisors’s Palantir PLTR Stock Holding History

Trellis Wealth Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$579K Sell
4,245
-940
-18% -$128K 0.25% 25
2025
Q1 		$438K Hold
5,185
– – 0.21% 25
2024
Q4 		$392K Buy
+5,185
New +$392K 0.2% 26