CA
CapWealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9M | Sell |
409,817
-7,316
| -2% | -$997K | 5.5% | 1 |
|
|
2025
Q1 | $35.2M | Sell |
417,133
-100,440
| -19% | -$8.48M | 3.81% | 3 |
|
|
2024
Q4 | $39.1M | Sell |
517,573
-16,016
| -3% | -$1.21M | 4.29% | 3 |
|
|
2024
Q3 | $19.8M | Buy |
533,589
+16,890
| +3% | +$628K | 2.16% | 20 |
|
|
2024
Q2 | $13.1M | Sell |
516,699
-9,407
| -2% | -$238K | 1.65% | 26 |
|
|
2024
Q1 | $12.1M | Sell |
526,106
-290
| -0.1% | -$6.67K | 1.36% | 33 |
|
|
2023
Q4 | $9.04M | Sell |
526,396
-10,462
| -2% | -$180K | 1.1% | 37 |
|
|
2023
Q3 | $8.59M | Sell |
536,858
-1,734
| -0.3% | -$27.7K | 1.1% | 37 |
|
|
2023
Q2 | $8.26M | Buy |
538,592
+7,136
| +1% | +$109K | 1.01% | 41 |
|
|
2023
Q1 | $4.49M | Sell |
531,456
-2,834
| -0.5% | -$23.9K | 0.56% | 49 |
|
|
2022
Q4 | $3.43M | Sell |
534,290
-116,236
| -18% | -$746K | 0.4% | 53 |
|
|
2022
Q3 | $5.29M | Buy |
650,526
+25,857
| +4% | +$210K | 0.7% | 49 |
|
|
2022
Q2 | $5.67M | Buy |
624,669
+207,540
| +50% | +$1.88M | 0.68% | 48 |
|
|
2022
Q1 | $5.73M | Buy |
417,129
+4,074
| +1% | +$55.9K | 0.59% | 54 |
|
|
2021
Q4 | $7.52M | Buy |
413,055
+2,637
| +0.6% | +$48K | 0.77% | 50 |
|
|
2021
Q3 | $9.87M | Buy |
410,418
+2,682
| +0.7% | +$64.5K | 1.08% | 40 |
|
|
2021
Q2 | $10.7M | Sell |
407,736
-3,865
| -0.9% | -$102K | 1.17% | 36 |
|
|
2021
Q1 | $9.59M | Buy |
411,601
+8,774
| +2% | +$204K | 1.09% | 40 |
|
|
2020
Q4 | $9.49M | Buy |
+402,827
| New | +$9.49M | 1.13% | 40 |
|