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