CCM
Coldstream Capital Management’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.21M | Buy |
38,232
+1,623
| +4% | +$221K | 0.09% | 139 |
|
2025
Q1 | $3.09M | Buy |
36,609
+1,288
| +4% | +$109K | 0.07% | 171 |
|
2024
Q4 | $2.67M | Buy |
35,321
+18,134
| +106% | +$1.37M | 0.06% | 191 |
|
2024
Q3 | $833K | Buy |
+17,187
| New | +$833K | 0.02% | 432 |
|
2024
Q2 | – | Sell |
-13,889
| Closed | -$320K | – | 1030 |
|
2024
Q1 | $320K | Buy |
+13,889
| New | +$320K | 0.01% | 743 |
|