Aprio Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$432K	Sell	2,113 -1,469	-41%	-$301K	0.05%	216
2025 Q1	$611K	Buy	3,582 +1,181	+49%	+$202K	0.08%	153
2024 Q4	$437K	Buy	2,401 +517	+27%	+$94.1K	0.06%	147
2024 Q3	$322K	Buy	1,884 +464	+33%	+$79.3K	0.05%	182
2024 Q2	$241K	Buy	+1,420	New	+$241K	0.04%	208