Beacon Pointe Advisors’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.6M | Sell |
239,440
-2,692
| -1% | -$367K | 0.34% | 56 |
|
2025
Q1 | $20.4M | Sell |
242,132
-80,331
| -25% | -$6.78M | 0.23% | 103 |
|
2024
Q4 | $24.4M | Buy |
322,463
+110,617
| +52% | +$8.37M | 0.27% | 84 |
|
2024
Q3 | $7.88M | Buy |
211,846
+9,240
| +5% | +$344K | 0.09% | 195 |
|
2024
Q2 | $5.13M | Sell |
202,606
-134,903
| -40% | -$3.42M | 0.06% | 271 |
|
2024
Q1 | $7.77M | Buy |
337,509
+9,095
| +3% | +$209K | 0.09% | 211 |
|
2023
Q4 | $5.64M | Sell |
328,414
-22,059
| -6% | -$379K | 0.07% | 250 |
|
2023
Q3 | $5.61M | Buy |
350,473
+198,477
| +131% | +$3.18M | 0.07% | 246 |
|
2023
Q2 | $2.33M | Buy |
151,996
+28,169
| +23% | +$432K | 0.04% | 340 |
|
2023
Q1 | $1.05M | Buy |
123,827
+9,877
| +9% | +$83.5K | 0.02% | 532 |
|
2022
Q4 | $732K | Buy |
113,950
+5,279
| +5% | +$33.9K | 0.01% | 583 |
|
2022
Q3 | $878K | Buy |
108,671
+15,141
| +16% | +$122K | 0.02% | 495 |
|
2022
Q2 | $849K | Sell |
93,530
-6,459
| -6% | -$58.6K | 0.02% | 508 |
|
2022
Q1 | $1.37M | Buy |
99,989
+33,675
| +51% | +$462K | 0.02% | 535 |
|
2021
Q4 | $1.21M | Buy |
66,314
+9,582
| +17% | +$175K | 0.03% | 341 |
|
2021
Q3 | $1.36M | Buy |
56,732
+40,608
| +252% | +$976K | 0.03% | 354 |
|
2021
Q2 | $425K | Buy |
+16,124
| New | +$425K | 0.02% | 539 |
|
2021
Q1 | – | Sell |
-10,689
| Closed | -$252K | – | 563 |
|
2020
Q4 | $252K | Buy |
+10,689
| New | +$252K | 0.02% | 413 |
|