Capital Asset Advisory Services’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$815K Buy
6,237
+734
+13% +$95.9K 0.04% 145
2025
Q1
$481K Buy
5,503
+665
+14% +$58.2K 0.02% 171
2024
Q4
$387K Buy
+4,838
New +$387K 0.02% 216
2021
Q1
Sell
-1,200
Closed -$28K 1283
2020
Q4
$28K Buy
+1,200
New +$28K 0.01% 763