Brandywine Managers’s Palo Alto Networks PANW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,075	Closed	-$1.16M	–	39
2024 Q1	$1.16M	Buy	4,075 +370	+10%	+$105K	1.14%	11
2023 Q4	$1.09M	Hold	3,705	–	–	1.2%	10
2023 Q3	$869K	Hold	3,705	–	–	1.47%	11
2023 Q2	$947K	Hold	3,705	–	–	0.63%	21
2023 Q1	$740K	Hold	3,705	–	–	0.53%	24
2022 Q4	$517K	Hold	3,705	–	–	1.81%	19
2022 Q3	$607K	Buy	3,705 +2,470	+200%	+$405K	2%	19
2022 Q2	$610K	Hold	1,235	–	–	1.49%	19
2022 Q1	$769K	Hold	1,235	–	–	1.33%	19
2021 Q4	$688K	Hold	1,235	–	–	0.78%	29
2021 Q3	$592K	Hold	1,235	–	–	0.62%	33
2021 Q2	$458K	Hold	1,235	–	–	0.52%	36
2021 Q1	$398K	Buy	1,235 +135	+12%	+$43.5K	0.53%	36
2020 Q4	$391K	Hold	1,100	–	–	0.54%	32
2020 Q3	$269K	Hold	1,100	–	–	0.51%	32
2020 Q2	$253K	Buy	+1,100	New	+$253K	1.04%	33
2020 Q1	–	Sell	-1,100	Closed	-$254K	–	45
2019 Q4	$254K	Hold	1,100	–	–	0.08%	40
2019 Q3	$224K	Hold	1,100	–	–	0.07%	43
2019 Q2	$224K	Hold	1,100	–	–	0.08%	45
2019 Q1	$267K	Hold	1,100	–	–	0.11%	44
2018 Q4	$207K	Hold	1,100	–	–	0.1%	44
2018 Q3	$248K	Hold	1,100	–	–	0.11%	31
2018 Q2	$226K	Buy	+1,100	New	+$226K	0.09%	33