Rockline Wealth Management, LLC PLTR Holdings History
Number of Shares
111,233.00
Current Holdings Value*
$9.39 Mil
% of Portfolio
2.61%
Total Estimate Gain
$12.57 Mil
% of Total Estimate Gain
279.14%
Rockline Wealth Management, LLC's Palantir Technologies Inc Holding Summary
As of 2025-03-31, Rockline Wealth Management, LLC held 111,233.00 shares of Palantir Technologies Inc(PLTR), totaling $9.39 Mil. This investment constitutes 2.61% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding Palantir Technologies Inc(PLTR) stock.
The initial trade took place in 2023Q4. And since then Rockline Wealth Management, LLC has made 5 purchases of PLTR, at an average price of $40.49, for a total of 111,233.00 shares. Based on historical transaction data and PLTR's current price of $153.52, Rockline Wealth Management, LLC's estimated gain on his PLTR holdings is $12.57 Mil, reflecting a 279.14% gain to date.
Rockline Wealth Management, LLC PLTR ($153.52) Holding Chart
Rockline Wealth Management, LLC PLTR ($153.52) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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