Aptus Capital Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19M | Buy |
139,529
+89,935
| +181% | +$12.3M | 0.16% | 116 |
|
2025
Q1 | $4.19M | Buy |
49,594
+1,858
| +4% | +$157K | 0.04% | 299 |
|
2024
Q4 | $3.61M | Buy |
47,736
+34,344
| +256% | +$2.6M | 0.04% | 307 |
|
2024
Q3 | $498K | Buy |
13,392
+456
| +4% | +$17K | 0.01% | 537 |
|
2024
Q2 | $328K | Buy |
12,936
+1,811
| +16% | +$45.9K | 0.01% | 593 |
|
2024
Q1 | $256K | Buy |
+11,125
| New | +$256K | ﹤0.01% | 667 |
|
2023
Q4 | – | Sell |
-46,437
| Closed | -$743K | – | 966 |
|
2023
Q3 | $743K | Buy |
46,437
+5,686
| +14% | +$91K | 0.02% | 326 |
|
2023
Q2 | $625K | Buy |
40,751
+7,139
| +21% | +$109K | 0.02% | 294 |
|
2023
Q1 | $284K | Buy |
+33,612
| New | +$284K | 0.01% | 397 |
|