Colonial Trust Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
8,131
+2,506
| +45% | +$342K | 0.09% | 119 |
|
|
2025
Q1 | $475K | Buy |
5,625
+900
| +19% | +$76K | 0.04% | 146 |
|
|
2024
Q4 | $357K | Buy |
4,725
+3,075
| +186% | +$233K | 0.03% | 160 |
|
|
2024
Q3 | $61.4K | Sell |
1,650
-800
| -33% | -$29.8K | 0.01% | 312 |
|
|
2024
Q2 | $62.1K | Buy |
2,450
+950
| +63% | +$24.1K | 0.01% | 297 |
|
|
2024
Q1 | $34.5K | Hold |
1,500
| – | – | ﹤0.01% | 381 |
|
|
2023
Q4 | $25.8K | Buy |
1,500
+500
| +50% | +$8.59K | ﹤0.01% | 390 |
|
|
2023
Q3 | $16K | Buy |
1,000
+200
| +25% | +$3.2K | ﹤0.01% | 457 |
|
|
2023
Q2 | $12.3K | Buy |
800
+200
| +33% | +$3.07K | ﹤0.01% | 502 |
|
|
2023
Q1 | $5.07K | Buy |
+600
| New | +$5.07K | ﹤0.01% | 614 |
|