CBIZ Investment Advisory Services’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$72.3K	Buy	530 +117	+28%	+$16K	﹤0.01%	98
2025 Q1	$34.9K	Buy	413 +224	+119%	+$18.9K	﹤0.01%	147
2024 Q4	$14.3K	Buy	189 +30	+19%	+$2.27K	﹤0.01%	252
2024 Q3	$5.91K	Hold	159	–	–	﹤0.01%	289
2024 Q2	$4.03K	Buy	+159	New	+$4.03K	﹤0.01%	305