Beacon Investment Advisory Services’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 Q2	$50M	Sell	146,516 -7,433	-5%	-$1.7M	1.86%	15
2026 Q1	$24.7M	Sell	153,949 -13,246	-8%	-$2.23M	1.01%	30
2025 Q4	$30.8M	Sell	167,195 -4,660	-3%	-$940K	1.26%	23
2025 Q3	$35M	Sell	171,855 -1,647	-0.9%	-$315K	1.47%	18
2025 Q2	$35.5M	Buy	173,502 +64,937	+60%	+$12.1M	1.57%	15
2025 Q1	$18.5M	Buy	108,565 +4,414	+4%	+$816K	0.87%	39
2024 Q4	$19M	Buy	104,151 +3,433	+3%	+$649K	0.82%	46
2024 Q3	$17.2M	Buy	100,718 +968	+1%	+$163K	0.72%	47
2024 Q2	$16.9M	Buy	99,750 +2,608	+3%	+$390K	0.73%	47
2024 Q1	$13.8M	Buy	97,142 +86,682	+829%	+$13.7M	0.6%	53
2023 Q4	$1.54M	Sell	10,460 -644	-6%	-$86.1K	0.07%	126
2023 Q3	$1.3M	Sell	11,104 -1,362	-11%	-$161K	0.06%	136
2023 Q2	$1.59M	Buy	12,466 +54	+0.4%	+$5.62K	0.07%	136
2023 Q1	$1.24M	Buy	12,412 +1,626	+15%	+$138K	0.06%	140
2022 Q4	$753K	Buy	10,786 +6,304	+141%	+$506K	0.04%	162
2022 Q3	$367K	Buy	4,482 +24	+0.5%	+$2.08K	0.02%	209
2022 Q2	$367K	Hold	4,458	–	–	0.02%	224
2022 Q1	$463K	Sell	4,458 -6	-0.1%	-$537	0.02%	215
2021 Q4	$414K	Buy	4,464 +60	+1%	+$5.19K	0.02%	230
2021 Q3	$352K	Buy	4,404 +12	+0.3%	+$843	0.01%	239
2021 Q2	$272K	Buy	+4,392	New	+$260K	0.01%	269