CWA
Canvas Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
134,182
+937
| +0.7% | +$148K | 4.18% | 7 |
|
|
2025
Q1 | $12.5M | Sell |
133,245
-6,788
| -5% | -$638K | 3.22% | 9 |
|
|
2024
Q4 | $10.6M | Sell |
140,033
-10,305
| -7% | -$779K | 2.66% | 13 |
|
|
2024
Q3 | $5.59M | Sell |
150,338
-7,925
| -5% | -$295K | 1.54% | 21 |
|
|
2024
Q2 | $4.17M | Sell |
158,263
-1,617
| -1% | -$42.6K | 1.29% | 22 |
|
|
2024
Q1 | $3.41M | Buy |
159,880
+7,304
| +5% | +$156K | 1.15% | 23 |
|
|
2023
Q4 | $2.56M | Sell |
152,576
-15,164
| -9% | -$254K | 0.93% | 28 |
|
|
2023
Q3 | $2.7M | Sell |
167,740
-4,738
| -3% | -$76.3K | 1.11% | 22 |
|
|
2023
Q2 | $2.81M | Sell |
172,478
-19,796
| -10% | -$323K | 1.04% | 21 |
|
|
2023
Q1 | $1.5M | Buy |
192,274
+48,189
| +33% | +$377K | 0.63% | 30 |
|
|
2022
Q4 | $994K | Buy |
144,085
+20,796
| +17% | +$143K | 0.42% | 46 |
|
|
2022
Q3 | $1.06M | Sell |
123,289
-116,033
| -48% | -$995K | 0.45% | 45 |
|
|
2022
Q2 | $2.17M | Sell |
239,322
-11,882
| -5% | -$108K | 0.87% | 29 |
|
|
2022
Q1 | $2.65M | Buy |
+251,204
| New | +$2.65M | 0.97% | 28 |
|