CPWM
Cypress Point Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168M | Buy |
1,233,132
+3,940
| +0.3% | +$537K | 40.92% | 1 |
|
|
2025
Q1 | $104M | Sell |
1,229,192
-274,311
| -18% | -$23.2M | 32.91% | 1 |
|
|
2024
Q4 | $114M | Sell |
1,503,503
-32,741
| -2% | -$2.48M | 35.41% | 1 |
|
|
2024
Q3 | $57.1M | Sell |
1,536,244
-8,221
| -0.5% | -$306K | 22.45% | 1 |
|
|
2024
Q2 | $39.1M | Buy |
1,544,465
+1,723
| +0.1% | +$43.6K | 18.53% | 1 |
|
|
2024
Q1 | $35.5M | Buy |
1,542,742
+14,896
| +1% | +$343K | 18.18% | 1 |
|
|
2023
Q4 | $26.2M | Sell |
1,527,846
-9,889
| -0.6% | -$170K | 19.49% | 1 |
|
|
2023
Q3 | $24.6M | Sell |
1,537,735
-637
| -0% | -$10.2K | 21.61% | 1 |
|
|
2023
Q2 | $23.6M | Buy |
1,538,372
+271,878
| +21% | +$4.17M | 25.12% | 1 |
|
|
2023
Q1 | $10.7M | Buy |
1,266,494
+26,203
| +2% | +$221K | 15.09% | 2 |
|
|
2022
Q4 | $7.96M | Sell |
1,240,291
-1,002,644
| -45% | -$6.44M | 12.48% | 2 |
|
|
2022
Q3 | $18.2M | Sell |
2,242,935
-12,428
| -0.6% | -$101K | 33.88% | 1 |
|
|
2022
Q2 | $20.5M | Sell |
2,255,363
-98,880
| -4% | -$897K | 35.89% | 1 |
|
|
2022
Q1 | $32.3M | Sell |
2,354,243
-6,096
| -0.3% | -$83.7K | 32.84% | 1 |
|
|
2021
Q4 | $43M | Sell |
2,360,339
-207,944
| -8% | -$3.79M | 39.84% | 1 |
|
|
2021
Q3 | $61.7M | Sell |
2,568,283
-31,550
| -1% | -$758K | 44.05% | 1 |
|
|
2021
Q2 | $68.5M | Buy |
2,599,833
+116,020
| +5% | +$3.06M | 48.73% | 1 |
|
|
2021
Q1 | $57.8M | Buy |
2,483,813
+2,452,278
| +7,776% | +$57.1M | 60.21% | 1 |
|
|
2020
Q4 | $743K | Buy |
+31,535
| New | +$743K | 1.13% | 30 |
|