Cassaday & Co Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
14,575
+2,090
| +17% | +$285K | 0.05% | 80 |
|
|
2025
Q1 | $1.05M | Buy |
12,485
+198
| +2% | +$16.7K | 0.03% | 109 |
|
|
2024
Q4 | $929K | Sell |
12,287
-95
| -0.8% | -$7.19K | 0.03% | 125 |
|
|
2024
Q3 | $461K | Buy |
12,382
+36
| +0.3% | +$1.34K | 0.01% | 193 |
|
|
2024
Q2 | $313K | Buy |
12,346
+1,536
| +14% | +$38.9K | 0.01% | 221 |
|
|
2024
Q1 | $249K | Buy |
10,810
+800
| +8% | +$18.4K | 0.01% | 253 |
|
|
2023
Q4 | $172K | Hold |
10,010
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $160K | Buy |
+10,010
| New | +$160K | 0.01% | 251 |
|