SIAP
Sterling Investment Advisors (Pennsylvania)’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.4M | Buy |
24,923
+5,534
| +29% | +$754K | 0.74% | 45 |
|
2025
Q1 | $1.64M | Buy |
19,389
+13,367
| +222% | +$1.13M | 0.39% | 71 |
|
2024
Q4 | $455K | Hold |
6,022
| – | – | 0.11% | 113 |
|
2024
Q3 | $224K | Buy |
+6,022
| New | +$224K | 0.06% | 141 |
|
2022
Q3 | – | Sell |
-17
| Closed | – | – | 390 |
|
2022
Q2 | $0 | Sell |
17
-155
| -90% | – | ﹤0.01% | 604 |
|
2022
Q1 | $2K | Buy |
172
+17
| +11% | +$198 | ﹤0.01% | 539 |
|
2021
Q4 | $3K | Hold |
155
| – | – | ﹤0.01% | 521 |
|
2021
Q3 | $4K | Hold |
155
| – | – | ﹤0.01% | 504 |
|
2021
Q2 | $4K | Sell |
155
-845
| -85% | -$21.8K | ﹤0.01% | 473 |
|
2021
Q1 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 319 |
|