Bell Investment 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 | $164K | Buy |
1,206
+31
| +3% | +$4.23K | 0.03% | 125 |
|
|
2025
Q1 | $99.2K | Buy |
1,175
+55
| +5% | +$4.64K | 0.02% | 145 |
|
|
2024
Q4 | $84.7K | Sell |
1,120
-20
| -2% | -$1.51K | 0.02% | 156 |
|
|
2024
Q3 | $42.4K | Sell |
1,140
-22
| -2% | -$818 | 0.01% | 247 |
|
|
2024
Q2 | $29.4K | Buy |
1,162
+24
| +2% | +$608 | 0.01% | 304 |
|
|
2024
Q1 | $26.2K | Buy |
1,138
+35
| +3% | +$805 | 0.01% | 324 |
|
|
2023
Q4 | $18.9K | Buy |
1,103
+345
| +46% | +$5.92K | ﹤0.01% | 367 |
|
|
2023
Q3 | $12.1K | Buy |
758
+117
| +18% | +$1.87K | ﹤0.01% | 436 |
|
|
2023
Q2 | $9.83K | Sell |
641
-83
| -11% | -$1.27K | ﹤0.01% | 518 |
|
|
2023
Q1 | $6.12K | Buy |
724
+46
| +7% | +$389 | ﹤0.01% | 687 |
|
|
2022
Q4 | $4.35K | Buy |
678
+153
| +29% | +$982 | ﹤0.01% | 884 |
|
|
2022
Q3 | $4K | Buy |
525
+64
| +14% | +$488 | ﹤0.01% | 823 |
|
|
2022
Q2 | $4K | Buy |
+461
| New | +$4K | ﹤0.01% | 834 |
|
|
2021
Q4 | $2K | Sell |
115
-250
| -68% | -$4.35K | ﹤0.01% | 1206 |
|
|
2021
Q3 | $9K | Buy |
+365
| New | +$9K | ﹤0.01% | 489 |
|