Ascent Wealth Partners, LLC PLTR Holdings History
Number of Shares
34,126.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
0.39%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
82.09%
Ascent Wealth Partners, LLC's Palantir Technologies Inc Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 34,126.00 shares of Palantir Technologies Inc(PLTR), totaling $2.88 Mil. This investment constitutes 0.39% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0% of the outstanding Palantir Technologies Inc(PLTR) stock.
The initial trade took place in 2024Q4. And since then Ascent Wealth Partners, LLC has made 2 purchases of PLTR, at an average price of $84.91, for a total of 34,126.00 shares. Based on historical transaction data and PLTR's current price of $154.62, Ascent Wealth Partners, LLC's estimated gain on his PLTR holdings is $2.38 Mil, reflecting a 82.09% gain to date.
Ascent Wealth Partners, LLC PLTR ($154.62) Holding Chart
Ascent Wealth Partners, LLC PLTR ($154.62) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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