Epic Trust Investment Advisors’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 Q2	$236K	Sell	1,394 -500	-26%	-$84.8K	0.26%	100
2024 Q1	$269K	Buy	1,894 +346	+22%	+$49.2K	0.33%	84
2023 Q4	$228K	Buy	+1,548	New	+$228K	0.31%	92
2023 Q3	–	Sell	-2,148	Closed	-$274K	–	102
2023 Q2	$274K	Buy	+2,148	New	+$274K	0.39%	68