Ownership history in CapWealth Advisors, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which CapWealth Advisors, LLC reported a position in PALANTIR TECHNOLOGIES IN CLASS (PLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 290,411 | -30,495 | -9.5% | 3.51% | $51.6M | $177.75 |
| 2025 Q3 | REDUCED | 320,906 | -88,911 | -21.7% | 5.28% | $58.5M | $182.42 |
| 2025 Q2 | REDUCED | 409,817 | -7,316 | -1.8% | 5.50% | $55.9M | $136.32 |
| 2025 Q1 | REDUCED | 417,133 | -100,440 | -19.4% | 3.81% | $35.2M | $84.40 |
| 2024 Q4 | REDUCED | 517,573 | -16,016 | -3.0% | 4.29% | $39.1M | $75.63 |
| 2024 Q3 | ADDED | 533,589 | +16,890 | +3.3% | 2.16% | $19.8M | $37.20 |
| 2024 Q2 | REDUCED | 516,699 | -9,407 | -1.8% | 1.65% | $13.1M | $25.33 |
| 2024 Q1 | REDUCED | 526,106 | -290 | -0.1% | 1.36% | $12.1M | $23.01 |
| 2023 Q4 | REDUCED | 526,396 | -10,462 | -1.9% | 1.10% | $9.0M | $17.17 |
| 2023 Q3 | REDUCED | 536,858 | -1,734 | -0.3% | 1.10% | $8.6M | $16.00 |
As of 2025 Q4 — sorted by position size