Buckingham Strategic Wealth’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
2024 Q2	$2.24M	Sell	13,212 -274	-2%	-$41K	0.02%	225
2024 Q1	$1.92M	Buy	13,486 +112	+0.8%	+$17.7K	0.02%	245
2023 Q4	$1.97M	Buy	13,374 +4,276	+47%	+$572K	0.02%	234
2023 Q3	$1.07M	Buy	9,098 +98	+1%	+$11.6K	0.02%	284
2023 Q2	$1.15M	Buy	9,000 +138	+2%	+$14.4K	0.02%	276
2023 Q1	$618K	Hold	8,862	–	–	0.01%	340
2022 Q4	$618K	Sell	8,862 -138	-2%	-$11.1K	0.01%	342
2022 Q3	$737K	Buy	9,000 +66	+0.7%	+$5.71K	0.02%	296
2022 Q2	$735K	Buy	8,934 +384	+4%	+$34.1K	0.01%	298
2022 Q1	$887K	Buy	8,550 +270	+3%	+$24.2K	0.02%	268
2021 Q4	$768K	Sell	8,280 -330	-4%	-$28.5K	0.01%	292
2021 Q3	$687K	Buy	8,610 +72	+0.8%	+$5.06K	0.01%	301
2021 Q2	$528K	Hold	8,538	–	–	0.01%	339
2021 Q1	$458K	Sell	8,538 -12	-0.1%	-$713	0.02%	349
2020 Q4	$506K	Buy	8,550 +360	+4%	+$16.8K	0.03%	314
2020 Q3	$334K	Buy	+8,190	New	+$341K	0.03%	341
2020 Q2	–	Sell	-8,424	Closed	-$230K	–	453
2020 Q1	$230K	Buy	8,424 +198	+2%	+$6.91K	0.02%	400
2019 Q4	$317K	Buy	+8,226	New	+$311K	0.03%	344
2019 Q2	–	Sell	-5,376	Closed	-$218K	–	456
2019 Q1	$218K	Buy	+5,376	New	+$199K	0.03%	375