Cherrydale Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
+1,686
New +$230K 0.08% 63
2022
Q4
Sell
-14,165
Closed -$115K 38
2022
Q3
$115K Hold
14,165
0.11% 32
2022
Q2
$128K Sell
14,165
-335
-2% -$3.03K 0.12% 32
2022
Q1
$199K Buy
14,500
+319
+2% +$4.38K 0.15% 40
2021
Q4
$258K Buy
+14,181
New +$258K 0.19% 32