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