CFS Investment Advisory Services’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
8,408
+1,051
| +14% | +$143K | 0.09% | 159 |
|
|
2025
Q1 | $621K | Buy |
7,357
+2,152
| +41% | +$182K | 0.06% | 200 |
|
|
2024
Q4 | $394K | Buy |
+5,205
| New | +$394K | 0.04% | 231 |
|
|
2022
Q4 | – | Sell |
-29,544
| Closed | -$4K | – | 223 |
|
|
2022
Q3 | $4K | Buy |
+29,544
| New | +$4K | ﹤0.01% | 142 |
|
|
2022
Q2 | – | Sell |
-47,355
| Closed | -$3K | – | 446 |
|
|
2022
Q1 | $3K | Buy |
+47,355
| New | +$3K | 0.01% | 252 |
|