Asset Planning Inc’s Palantir PLTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
1,580
+100
+7% +$13.6K 0.16% 79
2025
Q1
$125K Buy
1,480
+150
+11% +$12.7K 0.1% 95
2024
Q4
$101K Buy
+1,330
New +$101K 0.08% 103