Vantage Financial Partners (Wisconsin)’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$590K	Buy	3,320 +425	+15%	+$76.9K	0.12%	104
2025 Q3	$528K	Buy	+2,895	New	+$469K	0.11%	106
2024 Q4	–	Sell	-30,054	Closed	-$1.12M	–	199
2024 Q3	$1.12M	Sell	30,054 -29,075	-49%	-$892K	0.28%	53
2024 Q2	$1.5M	Buy	59,129 +2,405	+4%	+$54.2K	0.39%	32
2024 Q1	$1.31M	Sell	56,724 -3,400	-6%	-$72.5K	0.35%	36
2023 Q4	$1.03M	Buy	60,124 +10,124	+20%	+$180K	0.3%	41
2023 Q3	$800K	Buy	50,000 +19,904	+66%	+$317K	0.31%	29
2023 Q2	$461K	Buy	30,096 +9,836	+49%	+$112K	0.17%	40
2023 Q1	$171K	Hold	20,260	–	–	0.07%	82
2022 Q4	$130K	Hold	20,260	–	–	0.08%	57
2022 Q3	$165K	Sell	20,260 -260	-1%	-$2.31K	0.11%	54
2022 Q2	$186K	Buy	20,520 +96	+0.5%	+$949	0.11%	54
2022 Q1	$280K	Buy	20,424 +10,342	+103%	+$138K	0.14%	48
2021 Q4	$184K	Buy	+10,082	New	+$223K	0.07%	56