STA
Summit Trail Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.5M | Sell |
334,074
-17,283
| -5% | -$2.36M | 0.78% | 19 |
|
|
2025
Q1 | $29.7M | Sell |
351,357
-654
| -0.2% | -$55.2K | 0.98% | 14 |
|
|
2024
Q4 | $26.6M | Sell |
352,011
-27,694
| -7% | -$2.09M | 0.98% | 15 |
|
|
2024
Q3 | $14.1M | Sell |
379,705
-45,066
| -11% | -$1.68M | 0.35% | 38 |
|
|
2024
Q2 | $10.8M | Sell |
424,771
-102,903
| -20% | -$2.61M | 0.28% | 40 |
|
|
2024
Q1 | $12.1M | Sell |
527,674
-11,967
| -2% | -$275K | 0.32% | 40 |
|
|
2023
Q4 | $9.27M | Sell |
539,641
-60,885
| -10% | -$1.05M | 0.31% | 39 |
|
|
2023
Q3 | $9.61M | Sell |
600,526
-57,536
| -9% | -$921K | 0.35% | 34 |
|
|
2023
Q2 | $10.1M | Buy |
658,062
+2,784
| +0.4% | +$42.7K | 0.38% | 34 |
|
|
2023
Q1 | $5.54M | Buy |
655,278
+97,020
| +17% | +$820K | 0.22% | 48 |
|
|
2022
Q4 | $3.58M | Sell |
558,258
-5,408
| -1% | -$34.7K | 0.16% | 53 |
|
|
2022
Q3 | $4.58M | Sell |
563,666
-816
| -0.1% | -$6.64K | 0.25% | 44 |
|
|
2022
Q2 | $5.12M | Buy |
564,482
+26,299
| +5% | +$239K | 0.32% | 43 |
|
|
2022
Q1 | $7.39M | Buy |
538,183
+182,070
| +51% | +$2.5M | 0.6% | 36 |
|
|
2021
Q4 | $6.49M | Sell |
356,113
-22,757
| -6% | -$414K | 0.42% | 51 |
|
|
2021
Q3 | $9.11M | Sell |
378,870
-182,408
| -32% | -$4.39M | 0.68% | 34 |
|
|
2021
Q2 | $14.8M | Sell |
561,278
-7,902
| -1% | -$208K | 1.3% | 21 |
|
|
2021
Q1 | $13.3M | Buy |
569,180
+521,797
| +1,101% | +$12.2M | 1.43% | 18 |
|
|
2020
Q4 | $1.12M | Buy |
47,383
+10,113
| +27% | +$238K | 0.14% | 73 |
|
|
2020
Q3 | $543K | Buy |
+37,270
| New | +$543K | 0.11% | 98 |
|