Capital Advisors Ltd’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
2,382
+1
| +0% | +$136 | 0.04% | 217 |
|
|
2025
Q1 | $201K | Buy |
2,381
+243
| +11% | +$20.5K | 0.03% | 270 |
|
|
2024
Q4 | $162K | Buy |
2,138
+20
| +0.9% | +$1.52K | 0.02% | 293 |
|
|
2024
Q3 | $79K | Buy |
2,118
+62
| +3% | +$2.31K | 0.01% | 377 |
|
|
2024
Q2 | $52K | Buy |
2,056
+34
| +2% | +$860 | 0.01% | 438 |
|
|
2024
Q1 | $47K | Buy |
2,022
+22
| +1% | +$511 | 0.01% | 447 |
|
|
2023
Q4 | $34K | Hold |
2,000
| – | – | ﹤0.01% | 481 |
|
|
2023
Q3 | $32K | Hold |
2,000
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $31K | Hold |
2,000
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $17K | Buy |
+2,000
| New | +$17K | ﹤0.01% | 481 |
|
|
2022
Q4 | – | Sell |
-102
| Closed | -$1K | – | 1539 |
|
|
2022
Q3 | $1K | Sell |
102
-78
| -43% | -$765 | ﹤0.01% | 1092 |
|
|
2022
Q2 | $2K | Buy |
+180
| New | +$2K | ﹤0.01% | 687 |
|
|
2022
Q1 | – | Sell |
-23
| Closed | – | – | 1147 |
|
|
2021
Q4 | $0 | Buy |
+23
| New | – | ﹤0.01% | 908 |
|