Regent Peak Wealth Advisors LLC Purchases and Sells in Q3 2025

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025

Top Buys

Incresed Positions

87 operations
Stock Shares change Price Range Shares Held Trade History
4.37K
+ 1.74%
$303.93 - $329.86 $1.33M - $1.44M
256K $83.9M
6.43K
+ 7.87%
$153.3 - $186.58 $985K - $1.2M
88.1K $16.4M
495
+ 1.36%
$293.94 - $444.72 $146K - $220K
36.8K $16.4M
10.3K
+ 2.35%
$81.7 - $87.53 $843K - $903K
449K $39.2M
676
+ 1.72%
$420.11 - $472.68 $284K - $320K
40.1K $18.8M
14K
+ 4.1%
$64.12 - $68.08 $898K - $953K
355K $24.2M
View all

New Holdings

26 operations
Stock Shares change Price Range Shares Held Trade History
460K
New
$16.93 - $20.8 $7.78M - $9.56M
460K $7.78M
3.72K
New
$85.57 - $103.49 $318K - $385K
3.72K $377K
9.19K
New
$19.31 - $35.5 $177K - $326K
9.19K $308K
3.08K
New
$91.03 - $98.69 $280K - $304K
3.08K $293K
3.46K
New
$51.6 - $82.03 $178K - $283K
3.46K $283K
1.67K
New
$139.09 - $161.16 $232K - $269K
1.67K $264K
View all

Top Sells

Reduced Positions

64 operations
Stock Shares change Price Range Shares Held Trade History
-40.4K
- 44.75%
$72.83 - $81.52 $2.94M - $3.29M
49.9K $4.06M
-1.4K
- 7.52%
$238.61 - $264.3 $333K - $369K
17.2K $4.24M
-394
- 0.29%
$65.67 - $71.67 $25.9K - $28.2K
134K $8.86M
-486
- 23.96%
$237.77 - $353.61 $116K - $172K
1.54K $532K
-900
- 19.63%
$291.67 - $316.99 $263K - $285K
3.69K $1.12M
-519
- 4.83%
$150.47 - $161.22 $78.1K - $83.7K
10.2K $1.57M
View all
Activity Summary
Buys All Purchases 113 New Holdings 26 Increased Positions 87 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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