Cassaday & Co Wealth Management’s Palantir PLTR Stock Holding History

Cassaday & Co Wealth Management’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.51M	Buy
2025 Q2	$1.99M	Buy
2025 Q1	$1.05M	Buy
2024 Q4	$929K	Sell
2024 Q3	$461K	Buy
2024 Q2	$313K	Buy
2024 Q1	$249K	Buy
2023 Q4	$172K	Hold
2023 Q3	$160K	Buy