Convergence Financial’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	$969K	Buy	4,737 +1,142	+32%	+$234K	0.17%	76
2025 Q1	$613K	Buy	3,595 +2,139	+147%	+$365K	0.12%	90
2024 Q4	$265K	Buy	1,456 +190	+15%	+$34.6K	0.05%	130
2024 Q3	$216K	Buy	1,266 +52	+4%	+$8.89K	0.05%	150
2024 Q2	$206K	Buy	+1,214	New	+$206K	0.05%	145