Beacon Financial Advisory’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
8,224
+1,610
+24% +$219K 0.29% 92
2025
Q1
$558K Buy
6,614
+2,133
+48% +$180K 0.17% 153
2024
Q4
$339K Buy
+4,481
New +$339K 0.11% 206