RPWA
Regent Peak Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $356K | Sell |
4,215
-78
| -2% | -$6.58K | 0.08% | 103 |
|
|
2024
Q4 | $325K | Buy |
+4,293
| New | +$325K | 0.07% | 115 |
|
|
2023
Q1 | – | Sell |
-55,264
| Closed | -$355K | – | 171 |
|
|
2022
Q4 | $355K | Sell |
55,264
-292
| -0.5% | -$1.88K | 0.12% | 102 |
|
|
2022
Q3 | $451K | Buy |
55,556
+447
| +0.8% | +$3.63K | 0.16% | 85 |
|
|
2022
Q2 | $499K | Buy |
+55,109
| New | +$499K | 0.16% | 83 |
|