Regent Peak Wealth Advisors’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$643K Buy
2025
Q1
$356K Sell
2024
Q4
$325K Buy
2023
Q1
Sell
2022
Q4
$355K Sell
2022
Q3
$451K Buy
2022
Q2
$499K Buy