CAPTRUST Financial Advisors’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $75.5M | Buy |
553,934
+96,152
| +21% | +$13.1M | 0.17% | 111 |
|
2025
Q1 | $38.6M | Buy |
457,782
+31,117
| +7% | +$2.63M | 0.1% | 187 |
|
2024
Q4 | $32.3M | Buy |
426,665
+1,220
| +0.3% | +$92.3K | 0.09% | 169 |
|
2024
Q3 | $15.8M | Buy |
425,445
+43,916
| +12% | +$1.63M | 0.05% | 281 |
|
2024
Q2 | $9.66M | Buy |
381,529
+118,967
| +45% | +$3.01M | 0.03% | 366 |
|
2024
Q1 | $6.04M | Buy |
262,562
+11,490
| +5% | +$264K | 0.02% | 445 |
|
2023
Q4 | $4.31M | Buy |
251,072
+60,778
| +32% | +$1.04M | 0.01% | 604 |
|
2023
Q3 | $3.04M | Buy |
190,294
+46,749
| +33% | +$748K | 0.01% | 692 |
|
2023
Q2 | $2.2M | Buy |
143,545
+82,844
| +136% | +$1.27M | 0.01% | 792 |
|
2023
Q1 | $513K | Sell |
60,701
-13,541
| -18% | -$114K | ﹤0.01% | 1392 |
|
2022
Q4 | $477K | Sell |
74,242
-14,657
| -16% | -$94.1K | ﹤0.01% | 1366 |
|
2022
Q3 | $723K | Buy |
88,899
+14,939
| +20% | +$121K | ﹤0.01% | 1082 |
|
2022
Q2 | $671K | Buy |
73,960
+18,234
| +33% | +$165K | ﹤0.01% | 1019 |
|
2022
Q1 | $765K | Buy |
55,726
+12,523
| +29% | +$172K | 0.01% | 960 |
|
2021
Q4 | $787K | Sell |
43,203
-3,058
| -7% | -$55.7K | 0.01% | 911 |
|
2021
Q3 | $1.11M | Buy |
46,261
+17,792
| +62% | +$428K | 0.01% | 714 |
|
2021
Q2 | $750K | Buy |
28,469
+8,074
| +40% | +$213K | 0.01% | 836 |
|
2021
Q1 | $475K | Buy |
20,395
+8,365
| +70% | +$195K | 0.01% | 975 |
|
2020
Q4 | $283K | Buy |
12,030
+3,647
| +44% | +$85.8K | ﹤0.01% | 1053 |
|
2020
Q3 | $79K | Buy |
+8,383
| New | +$79K | ﹤0.01% | 1442 |
|