Beaumont Financial Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
+2,609
| New | +$356K | 0.03% | 270 |
|
|
2023
Q1 | – | Sell |
-131,001
| Closed | -$841K | – | 334 |
|
|
2022
Q4 | $841K | Sell |
131,001
-105,289
| -45% | -$676K | 0.08% | 138 |
|
|
2022
Q3 | $1.92M | Buy |
236,290
+45
| +0% | +$366 | 0.18% | 74 |
|
|
2022
Q2 | $2.14M | Buy |
236,245
+18,526
| +9% | +$168K | 0.19% | 75 |
|
|
2022
Q1 | $2.99M | Buy |
217,719
+9,912
| +5% | +$136K | 0.23% | 85 |
|
|
2021
Q4 | $3.78M | Buy |
207,807
+7,351
| +4% | +$134K | 0.27% | 60 |
|
|
2021
Q3 | $4.82M | Sell |
200,456
-1,708
| -0.8% | -$41.1K | 0.37% | 56 |
|
|
2021
Q2 | $5.33M | Buy |
202,164
+560
| +0.3% | +$14.8K | 0.41% | 53 |
|
|
2021
Q1 | $4.7M | Buy |
201,604
+1,072
| +0.5% | +$25K | 0.4% | 64 |
|
|
2020
Q4 | $4.72M | Buy |
+200,532
| New | +$4.72M | 0.42% | 68 |
|