Ascent Wealth Partners’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.62M Sell
33,920
-206
-0.6% -$28.1K 0.57% 52
2025
Q1
$2.88M Buy
34,126
+30,734
+906% +$2.59M 0.39% 59
2024
Q4
$257K Buy
+3,392
New +$257K 0.03% 156