Donor Advised Charitable Giving’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	$3.12M	Hold	15,232	–	–	0.06%	9
2025 Q1	$2.6M	Hold	15,232	–	–	0.08%	12
2024 Q4	$2.77M	Hold	15,232	–	–	0.06%	12
2024 Q3	$2.6M	Sell	15,232 -18,014	-54%	-$3.08M	0.06%	10
2024 Q2	$5.64M	Sell	33,246 -2,350	-7%	-$398K	0.13%	4
2024 Q1	$5.06M	Hold	35,596	–	–	0.16%	4
2023 Q4	$5.25M	Hold	35,596	–	–	0.28%	5
2023 Q3	$4.17M	Hold	35,596	–	–	0.26%	4
2023 Q2	$4.55M	Sell	35,596 -2,270	-6%	-$290K	0.29%	4
2023 Q1	$3.78M	Hold	37,866	–	–	0.35%	7
2022 Q4	$2.64M	Hold	37,866	–	–	0.44%	6
2022 Q3	$3.1M	Hold	37,866	–	–	0.66%	6
2022 Q2	$3.12M	Hold	37,866	–	–	0.54%	6
2022 Q1	$3.93M	Hold	37,866	–	–	0.4%	5
2021 Q4	$3.51M	Hold	37,866	–	–	0.34%	5
2021 Q3	$3.02M	Hold	37,866	–	–	0.54%	10
2021 Q2	$2.34M	Hold	37,866	–	–	0.26%	60
2021 Q1	$2.03M	Hold	37,866	–	–	0.21%	61
2020 Q4	$2.24M	Hold	37,866	–	–	0.31%	61
2020 Q3	$1.55M	Hold	37,866	–	–	0.45%	6
2020 Q2	$1.45M	Hold	37,866	–	–	0.56%	4
2020 Q1	$1.04M	Hold	37,866	–	–	0.52%	6
2019 Q4	$1.46M	Hold	37,866	–	–	0.79%	5
2019 Q3	$1.29M	Hold	37,866	–	–	1%	6
2019 Q2	$1.29M	Hold	37,866	–	–	1.04%	7
2019 Q1	$1.53M	Hold	37,866	–	–	1.29%	6
2018 Q4	$1.19M	Sell	37,866 -1,512	-4%	-$47.5K	1.39%	7
2018 Q3	$1.48M	Sell	39,378 -7,572	-16%	-$284K	1.07%	3
2018 Q2	$1.61M	Buy	+46,950	New	+$1.61M	1.3%	3
2018 Q1	–	Sell	-46,950	Closed	-$1.13M	–	17
2017 Q4	$1.13M	Buy	+46,950	New	+$1.13M	0.95%	6