BAM
Bellevue Asset Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95K | Hold |
29
| – | – | ﹤0.01% | 368 |
|
|
2025
Q1 | $2.45K | Sell |
29
-19,972
| -100% | -$1.69M | ﹤0.01% | 409 |
|
|
2024
Q4 | $1.51M | Buy |
20,001
+1
| +0% | +$76 | 0.78% | 19 |
|
|
2024
Q3 | $744K | Hold |
20,000
| – | – | 0.38% | 29 |
|
|
2024
Q2 | $507K | Hold |
20,000
| – | – | 0.28% | 39 |
|
|
2024
Q1 | $460K | Hold |
20,000
| – | – | 0.26% | 40 |
|
|
2023
Q4 | $343K | Hold |
20,000
| – | – | 0.3% | 49 |
|
|
2023
Q3 | $320K | Hold |
20,000
| – | – | 0.22% | 41 |
|
|
2023
Q2 | $307K | Hold |
20,000
| – | – | 0.19% | 42 |
|
|
2023
Q1 | $169K | Hold |
20,000
| – | – | 0.11% | 64 |
|
|
2022
Q4 | $126K | Hold |
20,000
| – | – | 0.1% | 79 |
|
|
2022
Q3 | $161K | Hold |
20,000
| – | – | 0.13% | 68 |
|
|
2022
Q2 | $182K | Hold |
20,000
| – | – | 0.13% | 67 |
|
|
2022
Q1 | $278K | Hold |
20,000
| – | – | 0.17% | 56 |
|
|
2021
Q4 | $364K | Hold |
20,000
| – | – | 0.21% | 49 |
|
|
2021
Q3 | $487K | Hold |
20,000
| – | – | 0.3% | 42 |
|
|
2021
Q2 | $527K | Buy |
20,000
+5,000
| +33% | +$132K | 0.32% | 39 |
|
|
2021
Q1 | $351K | Buy |
15,000
+5,000
| +50% | +$117K | 0.22% | 55 |
|
|
2020
Q4 | $356K | Buy |
+10,000
| New | +$356K | 0.22% | 51 |
|