Beverly Hills Private Wealth’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	$789K	Sell	5,397 -4,282	-44%	-$655K	0.13%	146
2025 Q4	$1.72M	Hold	9,679	–	–	0.29%	87
2025 Q3	$1.77M	Buy	9,679 +7	+0.1%	+$1.13K	0.31%	91
2025 Q2	$1.32M	Buy	9,672 +16	+0.2%	+$1.88K	0.25%	105
2025 Q1	$815K	Sell	9,656 -4,944	-34%	-$434K	0.16%	136
2024 Q4	$1.1M	Hold	14,600	–	–	0.22%	108
2024 Q3	$543K	Hold	14,600	–	–	0.11%	175
2024 Q2	$370K	Hold	14,600	–	–	0.08%	234
2024 Q1	$336K	Sell	14,600 -44	-0.3%	-$938	0.08%	258
2023 Q4	$251K	Buy	14,644 +44	+0.3%	+$784	0.07%	284
2023 Q3	$234K	Hold	14,600	–	–	0.07%	258
2023 Q2	$266K	Hold	14,600	–	–	0.04%	291
2023 Q1	$123K	Buy	+14,600	New	+$114K	0.04%	275