Castleview Partners’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
2025 Q1	–	Sell	-207	Closed	-$37.4K	–	440
2024 Q4	$37.4K	Buy	207 +83	+67%	+$15.7K	0.02%	384
2024 Q3	$21.2K	Sell	124 -100	-45%	-$16.8K	0.01%	441
2024 Q2	$38K	Sell	224 -438	-66%	-$65.5K	0.02%	362
2024 Q1	$94K	Buy	662 +50	+8%	+$7.89K	0.05%	262
2023 Q4	$90.2K	Hold	612	–	–	0.06%	221
2023 Q3	$71.7K	Sell	612 -342	-36%	-$40.5K	0.07%	208
2023 Q2	$122K	Buy	954 +342	+56%	+$35.6K	0.11%	162
2023 Q1	$61.1K	Hold	612	–	–	0.05%	247
2022 Q4	$42.7K	Hold	612	–	–	0.04%	243
2022 Q3	$50K	Sell	612 -3,894	-86%	-$337K	0.05%	254
2022 Q2	$149	Buy	4,506 +3,414	+313%	+$303K	﹤0.01%	746
2022 Q1	$113K	Sell	1,092 -553,440	-100%	-$49.5M	0.07%	219
2021 Q4	$166	Buy	+554,532	New	+$48M	﹤0.01%	716