Aptus Capital Advisors’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	$10.3M	Buy	64,181 +24,570	+62%	+$4.13M	0.09%	205
2025 Q4	$7.3M	Buy	39,611 +28,862	+269%	+$5.82M	0.06%	268
2025 Q3	$2.19M	Buy	10,749 +1,967	+22%	+$377K	0.02%	419
2025 Q2	$1.8M	Buy	8,782 +1,327	+18%	+$246K	0.02%	441
2025 Q1	$1.27M	Buy	7,455 +1,215	+19%	+$225K	0.01%	462
2024 Q4	$1.14M	Buy	6,240 +1,288	+26%	+$243K	0.01%	479
2024 Q3	$846K	Buy	4,952 +1,074	+28%	+$181K	0.01%	442
2024 Q2	$657K	Buy	3,878 +202	+5%	+$30.2K	0.01%	458
2024 Q1	$522K	Buy	3,676 +1,102	+43%	+$174K	0.01%	509
2023 Q4	$380K	Sell	2,574 -1,356	-35%	-$181K	0.01%	429
2023 Q3	$461K	Buy	3,930 +1,860	+90%	+$220K	0.01%	397
2023 Q2	$264K	Sell	2,070 -762	-27%	-$79.3K	0.01%	428
2023 Q1	$283K	Sell	2,832 -4,952	-64%	-$420K	0.01%	400
2022 Q4	$543K	Sell	7,784 -1,354	-15%	-$109K	0.02%	338
2022 Q3	$1.91M	Buy	+9,138	New	+$791K	0.06%	202