Centric 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
Q2
$5.71M Buy
2025
Q1
$2.48M Buy
2024
Q4
$1.75M Buy
2024
Q3
$208K Buy
2021
Q2
Sell
2021
Q1
$5.25M Buy
2020
Q4
$591K Buy