Baker Tilly Wealth Management’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
2024 Q3	–	Sell	-1,952	Closed	-$331K	–	274
2024 Q2	$331K	Sell	1,952 -2,594	-57%	-$388K	0.14%	181
2024 Q1	$646K	Sell	4,546 -422	-8%	-$66.6K	0.12%	193
2023 Q4	$732K	Sell	4,968 -208	-4%	-$27.8K	0.12%	185
2023 Q3	$607K	Sell	5,176 -2,150	-29%	-$254K	0.1%	212
2023 Q2	$936K	Sell	7,326 -1,876	-20%	-$195K	0.1%	211
2023 Q1	$919K	Sell	9,202 -44	-0.5%	-$3.73K	0.1%	214
2022 Q4	$645K	Sell	9,246 -382	-4%	-$30.7K	0.08%	270
2022 Q3	$788K	Buy	9,628 +130	+1%	+$11.3K	0.11%	204
2022 Q2	$782K	Buy	9,498 +2,112	+29%	+$187K	0.1%	215
2022 Q1	$766K	Sell	7,386 -2,838	-28%	-$254K	0.08%	240
2021 Q4	$949K	Buy	10,224 +222	+2%	+$19.2K	0.1%	214
2021 Q3	$798K	Buy	10,002 +4,866	+95%	+$342K	0.11%	204
2021 Q2	$318K	Buy	5,136 +1,140	+29%	+$67.5K	0.05%	382
2021 Q1	$214K	Buy	3,996 +444	+13%	+$26.4K	0.04%	438
2020 Q4	$210K	Buy	+3,552	New	+$166K	0.06%	311