Beverly Hills Private Wealth’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32M | Buy |
9,672
+16
| +0.2% | +$2.18K | 0.25% | 105 |
|
2025
Q1 | $815K | Sell |
9,656
-4,944
| -34% | -$417K | 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% | -$1.01K | 0.08% | 258 |
|
2023
Q4 | $251K | Buy |
14,644
+44
| +0.3% | +$755 | 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 | +$123K | 0.04% | 275 |
|