Capital Advisors Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.91M Buy
21,367
+1,047
+5% +$143K 0.46% 49
2025
Q1
$1.72M Buy
20,320
+1,019
+5% +$86K 0.3% 55
2024
Q4
$1.46M Buy
19,301
+13,326
+223% +$1.01M 0.26% 56
2024
Q3
$222K Buy
+5,975
New +$222K 0.04% 155