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