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