CapWealth Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58.5M | Sell |
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|
2025
Q2 | $55.9M | Sell |
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|
2025
Q1 | $35.2M | Sell |
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|
2024
Q4 | $39.1M | Sell |
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|
2024
Q3 | $19.8M | Buy |
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|
2024
Q2 | $13.1M | Sell |
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|
2024
Q1 | $12.1M | Sell |
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|
2023
Q4 | $9.04M | Sell |
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|
2023
Q3 | $8.59M | Sell |
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|
2023
Q2 | $8.26M | Buy |
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|
2023
Q1 | $4.49M | Sell |
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|
2022
Q4 | $3.43M | Sell |
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|
2022
Q3 | $5.29M | Buy |
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|
2022
Q2 | $5.67M | Buy |
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|
2022
Q1 | $5.73M | Buy |
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|
2021
Q4 | $7.52M | Buy |
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|
2021
Q3 | $9.87M | Buy |
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|
2021
Q2 | $10.7M | Sell |
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|
2021
Q1 | $9.59M | Buy |
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|
2020
Q4 | $9.49M | Buy |
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