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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