Caldwell Trust’s Palantir PLTR Stock Holding History

Caldwell Trust’s Portfolio PLTR Stock Details PLTR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$73K	Buy
2025 Q2	$13.6K	Hold
2025 Q1	$8.44K	Buy
2024 Q4	–	Sell
2024 Q3	$27.9K	Hold
2024 Q2	$19K	Hold
2024 Q1	$17.3K	Hold
2023 Q4	$12.9K	Buy
2023 Q1	–	Sell
2022 Q4	$6.42K	Buy