Brown, Lisle/Cummings’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
7,257
+2,835
| +64% | +$386K | 0.26% | 86 |
|
|
2025
Q1 | $373K | Sell |
4,422
-1,828
| -29% | -$154K | 0.11% | 172 |
|
|
2024
Q4 | $473K | Sell |
6,250
-4,195
| -40% | -$317K | 0.14% | 145 |
|
|
2024
Q3 | $389K | Sell |
10,445
-1,500
| -13% | -$55.8K | 0.12% | 157 |
|
|
2024
Q2 | $303K | Sell |
11,945
-255
| -2% | -$6.46K | 0.1% | 172 |
|
|
2024
Q1 | $281K | Sell |
12,200
-1,350
| -10% | -$31.1K | 0.1% | 174 |
|
|
2023
Q4 | $233K | Buy |
13,550
+1,750
| +15% | +$30K | 0.09% | 183 |
|
|
2023
Q3 | $189K | Sell |
11,800
-1,500
| -11% | -$24K | 0.09% | 188 |
|
|
2023
Q2 | $204K | Buy |
13,300
+900
| +7% | +$13.8K | 0.09% | 177 |
|
|
2023
Q1 | $105K | Hold |
12,400
| – | – | 0.05% | 216 |
|
|
2022
Q4 | $79.6K | Buy |
12,400
+400
| +3% | +$2.57K | 0.04% | 225 |
|
|
2022
Q3 | $97.6K | Sell |
12,000
-300
| -2% | -$2.44K | 0.06% | 208 |
|
|
2022
Q2 | $112K | Buy |
12,300
+500
| +4% | +$4.54K | 0.06% | 199 |
|
|
2022
Q1 | $162K | Buy |
11,800
+7,200
| +157% | +$98.9K | 0.08% | 183 |
|
|
2021
Q4 | $83.8K | Buy |
+4,600
| New | +$83.8K | 0.04% | 224 |
|