Beaird Harris Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $609K | Buy |
4,466
+378
| +9% | +$51.5K | 0.05% | 82 |
|
2025
Q1 | $345K | Sell |
4,088
-25,637
| -86% | -$2.16M | 0.03% | 97 |
|
2024
Q4 | $2.25M | Sell |
29,725
-1,360
| -4% | -$103K | 0.19% | 47 |
|
2024
Q3 | $1.16M | Buy |
31,085
+29,392
| +1,736% | +$1.09M | 0.1% | 59 |
|
2024
Q2 | $42.9K | Buy |
1,693
+1,177
| +228% | +$29.8K | ﹤0.01% | 234 |
|
2024
Q1 | $11.9K | Hold |
516
| – | – | ﹤0.01% | 320 |
|
2023
Q4 | $8.86K | Hold |
516
| – | – | ﹤0.01% | 333 |
|
2023
Q3 | $8.26K | Hold |
516
| – | – | ﹤0.01% | 281 |
|
2023
Q2 | $7.91K | Buy |
516
+200
| +63% | +$3.07K | ﹤0.01% | 283 |
|
2023
Q1 | $2.67K | Sell |
316
-67
| -17% | -$566 | ﹤0.01% | 359 |
|
2022
Q4 | $2.46K | Sell |
383
-588
| -61% | -$3.78K | ﹤0.01% | 540 |
|
2022
Q3 | $8K | Buy |
971
+316
| +48% | +$2.6K | ﹤0.01% | 306 |
|
2022
Q2 | $6K | Sell |
655
-1,554
| -70% | -$14.2K | ﹤0.01% | 295 |
|
2022
Q1 | $30K | Buy |
2,209
+655
| +42% | +$8.9K | 0.01% | 225 |
|
2021
Q4 | $28K | Buy |
+1,554
| New | +$28K | 0.01% | 290 |
|