Beaumont Financial Advisors’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$415K	Sell	2,839 -126	-4%	-$19.3K	0.03%	260
2025 Q4	$527K	Buy	2,965 +59	+2%	+$10.7K	0.03%	228
2025 Q3	$530K	Buy	2,906 +297	+11%	+$48.1K	0.04%	233
2025 Q2	$356K	Buy	+2,609	New	+$306K	0.03%	270
2023 Q1	–	Sell	-131,001	Closed	-$841K	–	334
2022 Q4	$841K	Sell	131,001 -105,289	-45%	-$798K	0.08%	138
2022 Q3	$1.92M	Buy	236,290 +45	+0%	+$400	0.18%	74
2022 Q2	$2.14M	Buy	236,245 +18,526	+9%	+$183K	0.19%	75
2022 Q1	$2.99M	Buy	217,719 +9,912	+5%	+$132K	0.23%	85
2021 Q4	$3.78M	Buy	207,807 +7,351	+4%	+$162K	0.27%	60
2021 Q3	$4.82M	Sell	200,456 -1,708	-0.8%	-$41.7K	0.37%	56
2021 Q2	$5.33M	Buy	202,164 +560	+0.3%	+$13K	0.41%	53
2021 Q1	$4.7M	Buy	201,604 +1,072	+0.5%	+$29.4K	0.4%	64
2020 Q4	$4.72M	Buy	+200,532	New	+$3.59M	0.42%	68