Roger Wittlin Investment Advisory’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
11,978
| – | – | 0.91% | 21 |
|
|
2025
Q1 | $1.01M | Hold |
11,978
| – | – | 0.59% | 23 |
|
|
2024
Q4 | $906K | Sell |
11,978
-1,978
| -14% | -$150K | 0.51% | 25 |
|
|
2024
Q3 | $519K | Hold |
13,956
| – | – | 0.3% | 32 |
|
|
2024
Q2 | $354K | Hold |
13,956
| – | – | 0.23% | 33 |
|
|
2024
Q1 | $321K | Hold |
13,956
| – | – | 0.23% | 35 |
|
|
2023
Q4 | $240K | Hold |
13,956
| – | – | 0.18% | 37 |
|
|
2023
Q3 | $223K | Hold |
13,956
| – | – | 0.19% | 37 |
|
|
2023
Q2 | $214K | Hold |
13,956
| – | – | 0.17% | 40 |
|
|
2023
Q1 | $118K | Buy |
+13,956
| New | +$118K | 0.11% | 42 |
|
|
2022
Q3 | – | Sell |
-15,810
| Closed | -$143K | – | 22 |
|
|
2022
Q2 | $143K | Hold |
15,810
| – | – | 0.14% | 29 |
|
|
2022
Q1 | $217K | Sell |
15,810
-84,275
| -84% | -$1.16M | 0.2% | 24 |
|
|
2021
Q4 | $1.82M | Buy |
+100,085
| New | +$1.82M | 1.43% | 13 |
|