CFP
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Cascade Financial Partners’s Palantir PLTR Stock Holding History

Cascade Financial Partners’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$741K Sell
5,439
-2,640
-33% -$360K 0.09% 135
2025
Q1 		$682K Buy
8,079
+2,875
+55% +$243K 0.09% 131
2024
Q4 		$394K Buy
5,204
+164
+3% +$12.4K 0.05% 163
2024
Q3 		$216K Buy
+5,040
New +$216K 0.03% 229