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 |
|