Comprehensive Financial Management’s Planet Labs PL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Hold
444,233
0.08% 24
2025
Q1
$1.5M Hold
444,233
0.05% 25
2024
Q4
$1.79M Hold
444,233
0.05% 24
2024
Q3
$991K Hold
444,233
0.03% 31
2024
Q2
$826K Hold
444,233
0.03% 32
2024
Q1
$1.13M Hold
444,233
0.04% 26
2023
Q4
$1.1M Hold
444,233
0.04% 27
2023
Q3
$1.16M Hold
444,233
0.04% 30
2023
Q2
$1.43M Hold
444,233
0.05% 28
2023
Q1
$1.75M Hold
444,233
0.05% 28
2022
Q4
$1.93M Hold
444,233
0.06% 26
2022
Q3
$2.41M Sell
444,233
-150,000
-25% -$814K 0.06% 23
2022
Q2
$2.57M Hold
594,233
0.07% 22
2022
Q1
$3.02M Hold
594,233
0.05% 27
2021
Q4
$3.66M Buy
+594,233
New +$3.66M 0.05% 27