Castle Rock Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.75M Sell
2025
Q2
$4.78M Buy
2025
Q1
$2.54M Sell
2024
Q4
$4.99M Sell
2024
Q3
$3.16M Sell
2024
Q2
$2.09M Buy
2024
Q1
$1.66M Buy
2022
Q4
Sell
2022
Q3
$108K Buy
2022
Q2
$129K Sell
2022
Q1
$266K Sell
2021
Q4
$293K Sell
2021
Q3
$585K Sell
2021
Q2
$502K Sell
2021
Q1
$589K Buy
2020
Q4
$572K Buy