Cape Investment Advisory’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $107K | Buy |
788
+99
| +14% | +$13.5K | 0.04% | 254 |
|
2025
Q1 | $58.2K | Buy |
689
+36
| +6% | +$3.04K | 0.02% | 318 |
|
2024
Q4 | $49.4K | Sell |
653
-31
| -5% | -$2.35K | 0.02% | 336 |
|
2024
Q3 | $25.4K | Buy |
684
+200
| +41% | +$7.44K | 0.01% | 417 |
|
2024
Q2 | $12.3K | Sell |
484
-150
| -24% | -$3.8K | 0.01% | 489 |
|
2024
Q1 | $14.6K | Sell |
634
-380
| -37% | -$8.74K | 0.01% | 480 |
|
2023
Q4 | $17.4K | Buy |
1,014
+215
| +27% | +$3.69K | 0.01% | 561 |
|
2023
Q3 | $12.8K | Hold |
799
| – | – | 0.01% | 519 |
|
2023
Q2 | $12.2K | Sell |
799
-66
| -8% | -$1.01K | 0.01% | 519 |
|
2023
Q1 | $7.31K | Buy |
+865
| New | +$7.31K | ﹤0.01% | 599 |
|