Capital Performance Advisors’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$844K Sell
6,193
-414
-6% -$56.4K 0.17% 67
2025
Q1
$558K Buy
6,607
+3,232
+96% +$273K 0.12% 90
2024
Q4
$255K Buy
3,375
+1,012
+43% +$76.5K 0.08% 112
2024
Q3
$87.9K Buy
+2,363
New +$87.9K 0.03% 227