CFM Wealth 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
2026 Q1	$11.2M	Sell	69,972 -3,471	-5%	-$583K	1.68%	16
2025 Q4	$13.5M	Sell	73,443 -3,602	-5%	-$727K	1.95%	11
2025 Q3	$15.7M	Buy	77,045 +7,631	+11%	+$1.46M	2.28%	8
2025 Q2	$14.2M	Buy	69,414 +324	+0.5%	+$60.2K	2.26%	9
2025 Q1	$11.8M	Buy	69,090 +115	+0.2%	+$21.3K	2.08%	12
2024 Q4	$12.6M	Buy	68,975 +885	+1%	+$167K	2.12%	10
2024 Q3	$11.6M	Buy	68,090 +2,616	+4%	+$440K	2.03%	8
2024 Q2	$11.1M	Buy	65,474 +682	+1%	+$102K	2.04%	7
2024 Q1	$9.2M	Buy	64,792 +10,076	+18%	+$1.59M	1.85%	10
2023 Q4	$8.07M	Sell	54,716 -260	-0.5%	-$34.8K	1.82%	10
2023 Q3	$6.44M	Sell	54,976 -306	-0.6%	-$36.2K	1.69%	11
2023 Q2	$7.06M	Hold	55,282	–	–	1.71%	11
2023 Q1	$5.52M	Sell	55,282 -116	-0.2%	-$9.83K	1.49%	12
2022 Q4	$3.87M	Sell	55,398 -234	-0.4%	-$18.8K	1.16%	18
2022 Q3	$4.56M	Sell	55,632 -54	-0.1%	-$4.68K	1.46%	15
2022 Q2	$4.58M	Sell	55,686 -90	-0.2%	-$7.98K	1.38%	14
2022 Q1	$5.79M	Hold	55,776	–	–	1.39%	15
2021 Q4	$5.06M	Sell	55,776 -882	-2%	-$76.3K	1.13%	21
2021 Q3	$4.52M	Buy	56,658 +30	+0.1%	+$2.11K	1.14%	21
2021 Q2	$3.5M	Hold	56,628	–	–	0.93%	27
2021 Q1	$3.04M	Hold	56,628	–	–	0.92%	28
2020 Q4	$3.35M	Sell	56,628 -3,150	-5%	-$147K	1.07%	25
2020 Q3	$2.44M	Hold	59,778	–	–	0.89%	33
2020 Q2	$2.29M	Sell	59,778 -114	-0.2%	-$4.02K	0.87%	30
2020 Q1	$1.64M	Sell	59,892 -8,586	-13%	-$300K	0.76%	35
2019 Q4	$2.78M	Buy	+68,478	New	+$2.59M	1.02%	24