TrinityPoint Wealth’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$595K Sell
7,862
-1,972
-20% -$149K 0.08% 212
2024
Q3
$366K Sell
9,834
-109,019
-92% -$4.06M 0.05% 246
2024
Q2
$3.01M Buy
+118,853
New +$3.01M 0.47% 55