Capstone Financial 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 | $925K | Sell |
6,789
-685
| -9% | -$93.4K | 0.05% | 65 |
|
|
2025
Q1 | $631K | Sell |
7,474
-8,020
| -52% | -$677K | 0.04% | 77 |
|
|
2024
Q4 | $1.17M | Sell |
15,494
-1,525
| -9% | -$115K | 0.07% | 57 |
|
|
2024
Q3 | $633K | Buy |
17,019
+3,570
| +27% | +$133K | 0.04% | 80 |
|
|
2024
Q2 | $341K | Buy |
13,449
+1,145
| +9% | +$29K | 0.02% | 109 |
|
|
2024
Q1 | $283K | Buy |
12,304
+1,104
| +10% | +$25.4K | 0.02% | 114 |
|
|
2023
Q4 | $192K | Buy |
11,200
+500
| +5% | +$8.59K | 0.01% | 136 |
|
|
2023
Q3 | $171K | Sell |
10,700
-1,500
| -12% | -$24K | 0.01% | 126 |
|
|
2023
Q2 | $187K | Buy |
12,200
+1,450
| +13% | +$22.2K | 0.01% | 125 |
|
|
2023
Q1 | $90.8K | Sell |
10,750
-250
| -2% | -$2.11K | 0.01% | 123 |
|
|
2022
Q4 | $70.6K | Sell |
11,000
-375
| -3% | -$2.41K | 0.01% | 124 |
|
|
2022
Q3 | $92K | Hold |
11,375
| – | – | 0.01% | 118 |
|
|
2022
Q2 | $103K | Buy |
+11,375
| New | +$103K | 0.01% | 117 |
|