Kapstone Financial 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 | $5.36M | Buy |
39,339
+2,086
| +6% | +$284K | 2.67% | 6 |
|
|
2025
Q1 | $3.14M | Buy |
37,253
+411
| +1% | +$34.7K | 1.78% | 10 |
|
|
2024
Q4 | $2.94M | Buy |
36,842
+2,854
| +8% | +$228K | 1.57% | 13 |
|
|
2024
Q3 | $1.25M | Buy |
33,988
+4,208
| +14% | +$155K | 0.76% | 27 |
|
|
2024
Q2 | $754K | Buy |
29,780
+1,850
| +7% | +$46.9K | 0.49% | 36 |
|
|
2024
Q1 | $643K | Buy |
27,930
+4,700
| +20% | +$108K | 0.44% | 42 |
|
|
2023
Q4 | $382K | Buy |
23,230
+8,730
| +60% | +$144K | 0.3% | 66 |
|
|
2023
Q3 | $232K | Hold |
14,500
| – | – | 0.21% | 80 |
|
|
2023
Q2 | $290K | Buy |
14,500
+1,900
| +15% | +$38K | 0.24% | 73 |
|
|
2023
Q1 | $108K | Hold |
12,600
| – | – | 0.1% | 93 |
|
|
2022
Q4 | $113K | Buy |
+12,600
| New | +$113K | 0.1% | 98 |
|