Congress Wealth 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
2025 Q2	$24.2M	Buy	118,269 +1,269	+1%	+$236K	0.23%	101
2025 Q1	$20M	Buy	117,000 +10,365	+10%	+$1.92M	0.24%	107
2024 Q4	$19.4M	Buy	106,635 +8,235	+8%	+$1.56M	0.27%	103
2024 Q3	$16.8M	Buy	98,400 +81,644	+487%	+$13.7M	0.22%	132
2024 Q2	$2.84M	Buy	16,756 +2,316	+16%	+$346K	0.05%	307
2024 Q1	$2.05M	Sell	14,440 -1,628	-10%	-$257K	0.04%	313
2023 Q4	$2.37M	Buy	16,068 +6,598	+70%	+$882K	0.04%	297
2023 Q3	$1.11M	Buy	9,470 +7,614	+410%	+$901K	0.02%	360
2023 Q2	$237K	Sell	1,856 -540	-23%	-$56.2K	0.01%	513
2023 Q1	$240K	Sell	2,396 -8,838	-79%	-$749K	0.01%	514
2022 Q4	$784K	Buy	11,234 +844	+8%	+$67.8K	0.02%	357
2022 Q3	$851K	Buy	+10,390	New	+$900K	0.02%	343
2022 Q2	–	Sell	-1,980	Closed	-$205K	–	600
2022 Q1	$205K	Buy	+1,980	New	+$177K	﹤0.01%	577