Willner & Heller’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Buy	8,956 +3,020	+51%	+$412K	1.03%	24
2025 Q1	$501K	Buy	5,936 +345	+6%	+$29.1K	0.46%	74
2024 Q4	$423K	Sell	5,591 -185	-3%	-$14K	0.37%	88
2024 Q3	$215K	Buy	+5,776	New	+$215K	0.19%	143