CIA
Concurrent Investment Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4M | Buy |
186,280
+34,899
| +23% | +$4.76M | 0.49% | 35 |
|
|
2025
Q1 | $12.8M | Buy |
151,381
+52,799
| +54% | +$4.46M | 0.31% | 66 |
|
|
2024
Q4 | $7.46M | Sell |
98,582
-2,833
| -3% | -$214K | 0.2% | 103 |
|
|
2024
Q3 | $3.77M | Sell |
101,415
-5,636
| -5% | -$210K | 0.11% | 191 |
|
|
2024
Q2 | $2.71M | Buy |
107,051
+22,800
| +27% | +$578K | 0.09% | 218 |
|
|
2024
Q1 | $1.94M | Buy |
84,251
+17,663
| +27% | +$406K | 0.08% | 249 |
|
|
2023
Q4 | $1.14M | Buy |
+66,588
| New | +$1.14M | 0.05% | 308 |
|