BFA
Brendel Financial Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Buy |
22,814
+12,765
| +127% | +$1.74M | 1.74% | 24 |
|
|
2025
Q1 | $848K | Sell |
10,049
-219
| -2% | -$18.5K | 0.52% | 49 |
|
|
2024
Q4 | $777K | Buy |
10,268
+373
| +4% | +$28.2K | 0.47% | 50 |
|
|
2024
Q3 | $368K | Buy |
9,895
+12
| +0.1% | +$446 | 0.21% | 73 |
|
|
2024
Q2 | $250K | Sell |
9,883
-627
| -6% | -$15.9K | 0.16% | 78 |
|
|
2024
Q1 | $242K | Sell |
10,510
-69
| -0.7% | -$1.59K | 0.28% | 53 |
|
|
2023
Q4 | $182K | Sell |
10,579
-258
| -2% | -$4.44K | 0.12% | 87 |
|
|
2023
Q3 | $173K | Buy |
+10,837
| New | +$173K | 0.26% | 40 |
|