Bell Investment 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
$175K Buy
1,195
+100
+9% +$15.3K 0.03% 131
2025
Q4
$195K Buy
1,095
+21
+2% +$3.8K 0.03% 125
2025
Q3
$196K Sell
1,074
-132
-11% -$21.4K 0.03% 121
2025
Q2
$164K Buy
1,206
+31
+3% +$3.64K 0.03% 125
2025
Q1
$99.2K Buy
1,175
+55
+5% +$4.83K 0.02% 145
2024
Q4
$84.7K Sell
1,120
-20
-2% -$1.17K 0.02% 156
2024
Q3
$42.4K Sell
1,140
-22
-2% -$675 0.01% 247
2024
Q2
$29.4K Buy
1,162
+24
+2% +$540 0.01% 304
2024
Q1
$26.2K Buy
1,138
+35
+3% +$746 0.01% 324
2023
Q4
$18.9K Buy
1,103
+345
+46% +$6.14K ﹤0.01% 367
2023
Q3
$12.1K Buy
758
+117
+18% +$1.86K ﹤0.01% 436
2023
Q2
$9.83K Sell
641
-83
-11% -$943 ﹤0.01% 518
2023
Q1
$6.12K Buy
724
+46
+7% +$360 ﹤0.01% 687
2022
Q4
$4.35K Buy
678
+153
+29% +$1.16K ﹤0.01% 884
2022
Q3
$4K Buy
525
+64
+14% +$569 ﹤0.01% 823
2022
Q2
$4K Buy
+461
New +$4.56K ﹤0.01% 834
2021
Q4
$2K Sell
115
-250
-68% -$5.52K ﹤0.01% 1206
2021
Q3
$9K Buy
+365
New +$8.9K ﹤0.01% 489

Other funds holding PLTR