B. Riley Wealth Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.3M | Sell |
161,887
-11,391
| -7% | -$1.74M | 1.44% | 8 |
|
|
2025
Q4 | $30.8M | Buy |
173,278
+3,892
| +2% | +$705K | 1.46% | 9 |
|
|
2025
Q3 | $30.9M | Sell |
169,386
-9,392
| -5% | -$1.52M | 1.48% | 9 |
|
|
2025
Q2 | $24.4M | Buy |
+178,778
| New | +$21M | 1.18% | 12 |
|
|
2024
Q4 | $16.3M | Buy |
215,928
+1,771
| +0.8% | +$103K | 0.54% | 27 |
|
|
2024
Q3 | $8.12M | Buy |
214,157
+44,768
| +26% | +$1.37M | 0.23% | 96 |
|
|
2024
Q2 | $4.29M | Sell |
169,389
-132,226
| -44% | -$2.98M | 0.11% | 182 |
|
|
2024
Q1 | $4.83M | Sell |
301,615
-73,762
| -20% | -$1.57M | 0.13% | 162 |
|
|
2023
Q4 | $6.45M | Buy |
375,377
+73,762
| +24% | +$1.31M | 0.17% | 128 |
|
|
2023
Q3 | $4.83M | Buy |
301,615
+160,480
| +114% | +$2.56M | 0.13% | 162 |
|
|
2023
Q2 | $2.16M | Sell |
141,135
-11,351
| -7% | -$129K | 0.05% | 354 |
|
|
2023
Q1 | $1.29M | Buy |
152,486
+902
| +0.6% | +$7.06K | 0.03% | 463 |
|
|
2022
Q4 | $973K | Sell |
151,584
-12,864
| -8% | -$97.5K | 0.03% | 545 |
|
|
2022
Q3 | $1.34M | Buy |
164,448
+5,689
| +4% | +$50.6K | 0.04% | 417 |
|
|
2022
Q2 | $1.44M | Sell |
158,759
-6,737
| -4% | -$66.6K | 0.06% | 316 |
|
|
2022
Q1 | $2.27M | Buy |
165,496
+5,345
| +3% | +$71.3K | 0.07% | 273 |
|
|
2021
Q4 | $2.92M | Sell |
160,151
-28,898
| -15% | -$638K | 0.08% | 258 |
|
|
2021
Q3 | $4.55M | Buy |
189,049
+50,926
| +37% | +$1.24M | 0.14% | 156 |
|
|
2021
Q2 | $3.64M | Buy |
138,123
+23,888
| +21% | +$552K | 0.12% | 198 |
|
|
2021
Q1 | $2.66M | Buy |
114,235
+48,193
| +73% | +$1.32M | 0.09% | 244 |
|
|
2020
Q4 | $1.51M | Buy |
66,042
+50,392
| +322% | +$901K | 0.08% | 246 |
|
|
2020
Q3 | $149K | Buy |
+15,650
| New | +$149K | 0.01% | 870 |
|
Other funds holding PLTR
VCM
VPM
