Asio Capital’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	$10.5M	Buy	65,562 +7,635	+13%	+$1.28M	1.48%	15
2025 Q4	$10.7M	Buy	57,927 +1,646	+3%	+$332K	1.51%	15
2025 Q3	$11.5M	Buy	56,281 +3,789	+7%	+$725K	1.72%	15
2025 Q2	$10.7M	Buy	52,492 +853	+2%	+$158K	1.79%	14
2025 Q1	$8.81M	Buy	51,639 +592	+1%	+$109K	1.7%	15
2024 Q4	$9.29M	Sell	51,047 -457	-0.9%	-$86.3K	1.75%	16
2024 Q3	$8.8M	Buy	51,504 +450	+0.9%	+$75.7K	1.67%	16
2024 Q2	$8.65M	Buy	51,054 +134	+0.3%	+$20K	1.77%	16
2024 Q1	$7.23M	Buy	50,920 +2,478	+5%	+$391K	1.54%	19
2023 Q4	$7.14M	Buy	48,442 +274	+0.6%	+$36.6K	1.67%	16
2023 Q3	$5.65M	Buy	48,168 +1,714	+4%	+$203K	1.5%	19
2023 Q2	$5.93M	Buy	46,454 +132	+0.3%	+$13.7K	1.46%	19
2023 Q1	$4.63M	Buy	46,322 +238	+0.5%	+$20.2K	1.2%	23
2022 Q4	$3.22M	Buy	46,084 +250	+0.5%	+$20.1K	0.93%	49
2022 Q3	$3.75M	Buy	45,834 +1,182	+3%	+$102K	1.19%	26
2022 Q2	$3.68M	Buy	44,652 +252	+0.6%	+$22.3K	1.16%	24
2022 Q1	$4.61M	Sell	44,400 -24,138	-35%	-$2.16M	1.3%	20
2021 Q4	$6.36M	Buy	68,538 +192	+0.3%	+$16.6K	1.98%	9
2021 Q3	$5.46M	Buy	68,346 +1,074	+2%	+$75.5K	1.88%	10
2021 Q2	$4.16M	Buy	67,272 +2,160	+3%	+$128K	1.47%	19
2021 Q1	$3.5M	Buy	65,112 +984	+2%	+$58.5K	1.45%	23
2020 Q4	$3.8M	Sell	64,128 -1,110	-2%	-$51.9K	1.82%	18
2020 Q3	$2.66M	Buy	65,238 +6,840	+12%	+$285K	1.46%	27
2020 Q2	$2.23M	Buy	58,398 +7,632	+15%	+$269K	1.42%	28
2020 Q1	$1.39M	Buy	+50,766	New	+$1.77M	1.18%	39