A detailed history of Sax Wealth Advisors, LLC transactions in Palantir Technologies Inc. stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,735 shares of PLTR stock, worth $511,335. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,735
Previous 3,744 26.95%
Holding current value
$511,335
Previous $315,000 18.1%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

SELL
$74.01 - $144.25 $74,676 - $145,548
-1,009 Reduced 26.95%
2,735 $372,000
Q1 2025

May 14, 2025

BUY
$64.98 - $124.62 $31,190 - $59,817
480 Added 14.71%
3,744 $315,000
Q4 2024

Jan 15, 2025

BUY
$36.46 - $82.38 $119,005 - $268,888
3,264 New
3,264 $246,000
Q1 2022

Apr 20, 2022

BUY
$10.43 - $18.53 $115,773 - $205,683
11,100 New
11,100 $152,000

Others Institutions Holding PLTR

About Palantir Technologies Inc.


  • Ticker PLTR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 1,963,810,048
  • Market Cap $367B
  • Description
  • Palantir Technologies Inc. builds and deploys software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company provides palantir gotham, a software platform which enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources...
More about PLTR
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.