Deepwater Asset Management’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-84,730	Closed	-$12.5M	–	30
2023 Q4	$12.5M	Buy	84,730 +79,762	+1,606%	+$11.8M	4.96%	12
2023 Q3	$582K	Buy	+4,968	New	+$582K	0.27%	27