Marshall & Sterling Wealth Advisors’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Buy
1,144
+42
+4% +$5.73K 0.11% 93
2025
Q1
$93K Buy
1,102
+116
+12% +$9.79K 0.06% 109
2024
Q4
$74.6K Buy
+986
New +$74.6K 0.05% 108