Personal CFO Solutions’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
11,127
+982
+10% +$134K 0.28% 69
2025
Q1
$856K Buy
10,145
+225
+2% +$19K 0.17% 122
2024
Q4
$750K Buy
9,920
+1,849
+23% +$140K 0.15% 146
2024
Q3
$300K Buy
+8,071
New +$300K 0.04% 423
2022
Q2
Sell
-18,663
Closed -$256K 485
2022
Q1
$256K Buy
18,663
+191
+1% +$2.62K 0.05% 375
2021
Q4
$336K Sell
18,472
-2,563
-12% -$46.6K 0.06% 289
2021
Q3
$506K Buy
+21,035
New +$506K 0.1% 188
2021
Q1
Sell
-8,623
Closed -$203K 439
2020
Q4
$203K Buy
+8,623
New +$203K 0.05% 351