BerganKDV 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 Q2	$16.6K	Buy	130 +6	+5%	+$624	﹤0.01%	510
2023 Q1	$12.4K	Buy	124 +80	+182%	+$6.78K	﹤0.01%	572
2022 Q4	$3.07K	Buy	44 +4	+10%	+$321	﹤0.01%	748
2022 Q3	$3K	Buy	40 +4	+11%	+$346	﹤0.01%	769
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	782
2022 Q1	$4K	Buy	36 +6	+20%	+$537	﹤0.01%	766
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	875
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	897
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	835
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	796
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	793
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	843
2020 Q2	$1K	Buy	+30	New	+$1.06K	﹤0.01%	887