Balboa Wealth Partners’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	$987K	Buy	6,156 +1,392	+29%	+$234K	0.17%	103
2025 Q4	$878K	Sell	4,764 -549	-10%	-$111K	0.15%	113
2025 Q3	$1.08M	Buy	5,313 +280	+6%	+$53.6K	0.19%	84
2025 Q2	$1.03M	Buy	5,033 +442	+10%	+$82.1K	0.21%	89
2025 Q1	$783K	Sell	4,591 -188	-4%	-$34.8K	0.19%	93
2024 Q4	$870K	Sell	4,779 -891	-16%	-$168K	0.2%	89
2024 Q3	$969K	Sell	5,670 -5,032	-47%	-$847K	0.24%	78
2024 Q2	$1.81M	Sell	10,702 -1,654	-13%	-$247K	0.48%	33
2024 Q1	$1.76M	Buy	12,356 +4,560	+58%	+$719K	0.52%	36
2023 Q4	$1.15M	Buy	7,796 +4,636	+147%	+$620K	0.38%	43
2023 Q3	$370K	Sell	3,160 -792	-20%	-$93.7K	0.14%	125
2023 Q2	$505K	Buy	3,952 +236	+6%	+$24.6K	0.18%	111
2023 Q1	$371K	Buy	3,716 +250	+7%	+$21.2K	0.14%	135
2022 Q4	$242K	Buy	3,466 +214	+7%	+$17.2K	0.11%	189
2022 Q3	$266K	Buy	+3,252	New	+$282K	0.12%	155