Atria Wealth Solutions’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
2025 Q2	$3.75M	Sell	18,334 -23,269	-56%	-$4.32M	0.08%	264
2025 Q1	$7.1M	Sell	41,603 -156	-0.4%	-$28.8K	0.09%	248
2024 Q4	$7.6M	Sell	41,759 -8,949	-18%	-$1.69M	0.08%	250
2024 Q3	$8.67M	Sell	50,708 -8,462	-14%	-$1.42M	0.09%	218
2024 Q2	$10M	Sell	59,170 -8,488	-13%	-$1.27M	0.11%	190
2024 Q1	$9.61M	Buy	67,658 +13,742	+25%	+$2.17M	0.11%	199
2023 Q4	$7.95M	Buy	53,916 +854	+2%	+$114K	0.1%	209
2023 Q3	$6.22M	Buy	53,062 +9,006	+20%	+$1.07M	0.09%	240
2023 Q2	$5.63M	Buy	44,056 +6,084	+16%	+$633K	0.08%	251
2023 Q1	$3.79M	Buy	37,972 +12,978	+52%	+$1.1M	0.06%	339
2022 Q4	$1.74M	Buy	24,994 +676	+3%	+$54.3K	0.03%	562
2022 Q3	$1.99M	Buy	24,318 +11,022	+83%	+$954K	0.03%	483
2022 Q2	$1.09M	Sell	13,296 -19,512	-59%	-$1.73M	0.02%	656
2022 Q1	$3.4M	Buy	+32,808	New	+$2.94M	0.06%	335