Roger Wittlin Investment Advisory’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.19M Hold
2025
Q2
$1.63M Hold
2025
Q1
$1.01M Hold
2024
Q4
$906K Sell
2024
Q3
$519K Hold
2024
Q2
$354K Hold
2024
Q1
$321K Hold
2023
Q4
$240K Hold
2023
Q3
$223K Hold
2023
Q2
$214K Hold
2023
Q1
$118K Buy
2022
Q3
Sell
2022
Q2
$143K Hold
2022
Q1
$217K Sell
2021
Q4
$1.82M Buy