Cary Street Partners Investment Advisory’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $195K | Buy |
1,429
+421
| +42% | +$57.4K | 0.09% | 245 |
|
2025
Q1 | $85.1K | Buy |
1,008
+548
| +119% | +$46.3K | 0.05% | 316 |
|
2024
Q4 | $34.8K | Sell |
460
-8,915
| -95% | -$674K | 0.02% | 353 |
|
2024
Q3 | $349K | Sell |
9,375
-23,752
| -72% | -$884K | 0.01% | 587 |
|
2024
Q2 | $839K | Sell |
33,127
-3,029
| -8% | -$76.7K | 0.03% | 362 |
|
2024
Q1 | $832K | Buy |
36,156
+18,776
| +108% | +$432K | 0.04% | 363 |
|
2023
Q4 | $298K | Buy |
17,380
+13,986
| +412% | +$240K | 0.01% | 528 |
|
2023
Q3 | $54.3K | Sell |
3,394
-500
| -13% | -$8K | ﹤0.01% | 851 |
|
2023
Q2 | $59.7K | Buy |
3,894
+133
| +4% | +$2.04K | ﹤0.01% | 775 |
|
2023
Q1 | $31.8K | Sell |
3,761
-407
| -10% | -$3.44K | ﹤0.01% | 849 |
|
2022
Q4 | $26.8K | Buy |
+4,168
| New | +$26.8K | ﹤0.01% | 896 |
|