Rockbridge Investment 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 | $1.2M | Buy |
8,827
+329
| +4% | +$44.8K | 0.13% | 57 |
|
|
2025
Q1 | $717K | Sell |
8,498
-70
| -0.8% | -$5.91K | 0.08% | 68 |
|
|
2024
Q4 | $648K | Buy |
8,568
+214
| +3% | +$16.2K | 0.08% | 70 |
|
|
2024
Q3 | $311K | Buy |
8,354
+50
| +0.6% | +$1.86K | 0.04% | 103 |
|
|
2024
Q2 | $210K | Buy |
+8,304
| New | +$210K | 0.03% | 112 |
|
|
2024
Q1 | – | Sell |
-8,304
| Closed | -$143K | – | 494 |
|
|
2023
Q4 | $143K | Buy |
+8,304
| New | +$143K | 0.02% | 143 |
|
|
2022
Q3 | – | Sell |
-8,304
| Closed | -$75.3K | – | 462 |
|
|
2022
Q2 | $75.3K | Buy |
8,304
+6,119
| +280% | +$55.5K | 0.02% | 179 |
|
|
2022
Q1 | $30.2K | Hold |
2,185
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $40K | Hold |
2,185
| – | – | 0.01% | 380 |
|
|
2021
Q3 | $53K | Hold |
2,185
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $58K | Hold |
2,185
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $51K | Hold |
2,185
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $51K | Buy |
2,185
+1,185
| +119% | +$27.7K | 0.01% | 280 |
|
|
2020
Q3 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 469 |
|