CPA
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Capital Planning Advisors’s Palantir PLTR Stock Holding History

Capital Planning Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$949K Sell
6,958
-95
-1% -$13K 0.14% 80
2025
Q1 		$595K Sell
7,053
-378
-5% -$31.9K 0.09% 92
2024
Q4 		$562K Buy
+7,431
New +$562K 0.09% 96