Caldwell Trust’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.6K | Hold |
100
|
|
||||
2025
Q1 | $8.44K | Buy |
+100
|
|
||||
2024
Q4 | – | Sell |
-750
|
|
||||
2024
Q3 | $27.9K | Hold |
750
|
|
||||
2024
Q2 | $19K | Hold |
750
|
|
||||
2024
Q1 | $17.3K | Hold |
750
|
|
||||
2023
Q4 | $12.9K | Buy |
+750
|
|
||||
2023
Q1 | – | Sell |
-1,000
|
|
||||
2022
Q4 | $6.42K | Buy |
+1,000
|
|