CRWM
Castle Rock Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
31,404
+1,166
| +4% | +$177K | 1.12% | 17 |
|
|
2025
Q1 | $2.54M | Sell |
30,238
-11,613
| -28% | -$976K | 0.69% | 35 |
|
|
2024
Q4 | $4.99M | Sell |
41,851
-38,346
| -48% | -$4.57M | 1.19% | 18 |
|
|
2024
Q3 | $3.16M | Sell |
80,197
-521
| -0.6% | -$20.5K | 0.75% | 28 |
|
|
2024
Q2 | $2.09M | Buy |
80,718
+5,726
| +8% | +$148K | 0.52% | 45 |
|
|
2024
Q1 | $1.66M | Buy |
+74,992
| New | +$1.66M | 0.45% | 59 |
|
|
2022
Q4 | – | Sell |
-13,469
| Closed | -$108K | – | 228 |
|
|
2022
Q3 | $108K | Buy |
13,469
+790
| +6% | +$6.34K | 0.05% | 194 |
|
|
2022
Q2 | $129K | Sell |
12,679
-7,951
| -39% | -$80.9K | 0.07% | 205 |
|
|
2022
Q1 | $266K | Sell |
20,630
-1,055
| -5% | -$13.6K | 0.12% | 189 |
|
|
2021
Q4 | $293K | Sell |
21,685
-176
| -0.8% | -$2.38K | 0.12% | 195 |
|
|
2021
Q3 | $585K | Sell |
21,861
-48
| -0.2% | -$1.28K | 0.2% | 138 |
|
|
2021
Q2 | $502K | Sell |
21,909
-3,848
| -15% | -$88.2K | 0.18% | 146 |
|
|
2021
Q1 | $589K | Buy |
25,757
+8,185
| +47% | +$187K | 0.24% | 141 |
|
|
2020
Q4 | $572K | Buy |
+17,572
| New | +$572K | 0.24% | 137 |
|