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U.S. Capital Wealth Advisors’s Palantir PLTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$49.6M Buy
363,968
+27,552
+8% +$3.76M 1.45% 8
2025
Q1
$28.4M Sell
336,416
-81,579
-20% -$6.89M 0.87% 15
2024
Q4
$31.6M Buy
417,995
+255,886
+158% +$19.4M 0.98% 12
2024
Q3
$6.03M Sell
162,109
-5,385
-3% -$200K 0.21% 109
2024
Q2
$4.24M Buy
167,494
+79,963
+91% +$2.03M 0.16% 138
2024
Q1
$2.01M Buy
87,531
+9,305
+12% +$214K 0.08% 231
2023
Q4
$1.34M Sell
78,226
-4,949
-6% -$85K 0.05% 283
2023
Q3
$1.33M Sell
83,175
-23,767
-22% -$380K 0.06% 267
2023
Q2
$1.64M Sell
106,942
-155,571
-59% -$2.38M 0.08% 245
2023
Q1
$2.22M Buy
262,513
+1,745
+0.7% +$14.7K 0.1% 190
2022
Q4
$1.67M Sell
260,768
-15,055
-5% -$96.7K 0.08% 238
2022
Q3
$2.24M Buy
275,823
+12,440
+5% +$101K 0.11% 169
2022
Q2
$2.39M Sell
263,383
-131,078
-33% -$1.19M 0.1% 190
2022
Q1
$5.42M Buy
394,461
+71,359
+22% +$980K 0.2% 108
2021
Q4
$5.88M Sell
323,102
-32,804
-9% -$597K 0.23% 99
2021
Q3
$8.77M Buy
+355,906
New +$8.77M 0.38% 59