Acorn Financial Advisory Services’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$927K	Sell	5,782 -32	-0.6%	-$5.38K	0.13%	80
2025 Q4	$1.07M	Sell	5,814 -39	-0.7%	-$7.87K	0.16%	66
2025 Q3	$1.19M	Sell	5,853 -115	-2%	-$22K	0.18%	59
2025 Q2	$1.22M	Sell	5,968 -210	-3%	-$39K	0.2%	58
2025 Q1	$1.05M	Sell	6,178 -289	-4%	-$53.4K	0.19%	64
2024 Q4	$1.18M	Sell	6,467 -275	-4%	-$52K	0.19%	61
2024 Q3	$1.15M	Sell	6,742 -188	-3%	-$31.6K	0.2%	56
2024 Q2	$1.17M	Sell	6,930 -168	-2%	-$25.1K	0.22%	54
2024 Q1	$1.01M	Sell	7,098 -7,294	-51%	-$1.15M	0.19%	70
2023 Q4	$2.1M	Sell	14,392 -1,352	-9%	-$181K	0.37%	38
2023 Q3	$1.85M	Sell	15,744 -880	-5%	-$104K	0.33%	47
2023 Q2	$2.12M	Buy	16,624 +3,560	+27%	+$370K	0.38%	32
2023 Q1	$1.3M	Buy	13,064 +98	+0.8%	+$8.3K	0.25%	57
2022 Q4	$905K	Buy	12,966 +70	+0.5%	+$5.62K	0.19%	76
2022 Q3	$1.06M	Buy	12,896 +284	+2%	+$24.6K	0.25%	60
2022 Q2	$1.04M	Sell	12,612 -174	-1%	-$15.4K	0.25%	59
2022 Q1	$1.33M	Sell	12,786 -330	-3%	-$29.5K	0.27%	62
2021 Q4	$1.22M	Sell	13,116 -6,258	-32%	-$541K	0.24%	66
2021 Q3	$1.55M	Buy	19,374 +1,254	+7%	+$88.1K	0.48%	54
2021 Q2	$1.12M	Buy	18,120 +336	+2%	+$19.9K	0.33%	81
2021 Q1	$955K	Buy	17,784 +684	+4%	+$40.7K	0.35%	79
2020 Q4	$1.01M	Buy	17,100 +972	+6%	+$45.4K	0.4%	77
2020 Q3	$658K	Buy	16,128 +894	+6%	+$37.2K	0.34%	86
2020 Q2	$583K	Sell	15,234 -18	-0.1%	-$634	0.41%	86
2020 Q1	$417K	Buy	15,252 +792	+5%	+$27.6K	0.41%	89
2019 Q4	$557K	Buy	+14,460	New	+$547K	0.47%	74