Comprehensive Financial 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
2026 Q1	$3.01M	Hold	18,804	–	–	0.1%	19
2025 Q4	$3.46M	Hold	18,804	–	–	0.1%	21
2025 Q3	$3.83M	Hold	18,804	–	–	0.11%	18
2025 Q2	$3.85M	Hold	18,804	–	–	0.11%	21
2025 Q1	$3.21M	Hold	18,804	–	–	0.1%	17
2024 Q4	$3.42M	Hold	18,804	–	–	0.09%	18
2024 Q3	$3.21M	Hold	18,804	–	–	0.09%	21
2024 Q2	$3.19M	Hold	18,804	–	–	0.11%	18
2024 Q1	$2.67M	Hold	18,804	–	–	0.09%	19
2023 Q4	$2.77M	Hold	18,804	–	–	0.1%	17
2023 Q3	$2.2M	Hold	18,804	–	–	0.08%	22
2023 Q2	$2.4M	Hold	18,804	–	–	0.08%	24
2023 Q1	$1.88M	Hold	18,804	–	–	0.06%	27
2022 Q4	$1.31M	Hold	18,804	–	–	0.04%	29
2022 Q3	$1.54M	Buy	18,804 +6,594	+54%	+$571K	0.04%	30
2022 Q2	$1M	Hold	12,210	–	–	0.03%	34
2022 Q1	$1.27M	Hold	12,210	–	–	0.02%	38
2021 Q4	$1.13M	Sell	12,210 -15,000	-55%	-$1.3M	0.01%	38
2021 Q3	$2.17M	Hold	27,210	–	–	0.02%	29
2021 Q2	$1.68M	Hold	27,210	–	–	0.01%	30
2021 Q1	$1.46M	Buy	+27,210	New	+$1.62M	0.01%	24