Consilium Wealth Advisory’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Sell	1,308 -36	-3%	-$7.37K	0.11%	87
2025 Q1	$229K	Buy	1,344 +24	+2%	+$4.1K	0.12%	83
2024 Q4	$240K	Hold	1,320	–	–	0.11%	86
2024 Q3	$226K	Hold	1,320	–	–	0.12%	82
2024 Q2	$224K	Buy	+1,320	New	+$224K	0.12%	82