TriaGen Wealth Management’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	–	Sell	-22,559	Closed	-$4.01M	–	196
2025 Q4	$4.01M	Buy	22,559 +12,593	+126%	+$2.28M	1.04%	16
2025 Q3	$1.82M	Buy	9,966 +3	+0%	+$486	0.47%	66
2025 Q2	$1.36M	Sell	9,963 -23,296	-70%	-$2.73M	0.41%	68
2025 Q1	$2.81M	Buy	33,259 +22,120	+199%	+$1.94M	0.99%	20
2024 Q4	$842K	Sell	11,139 -3,044	-21%	-$177K	0.28%	75
2024 Q3	$528K	Buy	14,183 +156	+1%	+$4.79K	0.18%	105
2024 Q2	$355K	Buy	14,027 +40	+0.3%	+$901	0.14%	123
2024 Q1	$322K	Sell	13,987 -193	-1%	-$4.11K	0.13%	128
2023 Q4	$243K	Buy	14,180 +3,508	+33%	+$62.5K	0.12%	142
2023 Q3	$171K	Buy	10,672 +18	+0.2%	+$287	0.09%	148
2023 Q2	$163K	Buy	+10,654	New	+$121K	0.07%	162