Baystate 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
2023 Q4	$42.5K	Buy	288 +6	+2%	+$802	﹤0.01%	407
2023 Q3	$33.1K	Hold	282	–	–	﹤0.01%	396
2023 Q2	$36K	Hold	282	–	–	﹤0.01%	373
2023 Q1	$28.2K	Hold	282	–	–	﹤0.01%	413
2022 Q4	$20K	Hold	282	–	–	﹤0.01%	461
2022 Q3	$23K	Hold	282	–	–	﹤0.01%	406
2022 Q2	$23K	Hold	282	–	–	﹤0.01%	431
2022 Q1	$29K	Hold	282	–	–	﹤0.01%	398
2021 Q4	$26K	Hold	282	–	–	﹤0.01%	429
2021 Q3	$23K	Hold	282	–	–	﹤0.01%	398
2021 Q2	$17K	Hold	282	–	–	﹤0.01%	446
2021 Q1	$15K	Hold	282	–	–	﹤0.01%	427
2020 Q4	$17K	Hold	282	–	–	﹤0.01%	366
2020 Q3	$12K	Hold	282	–	–	﹤0.01%	381
2020 Q2	$11K	Buy	+282	New	+$9.94K	﹤0.01%	381
2017 Q2	–	Sell	-300	Closed	-$6K	–	697
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	380
2016 Q4	$6K	Buy	+300	New	+$7.19K	﹤0.01%	345