FinTrust Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$69.7K	Sell	408 -136	-25%	-$22.9K	0.01%	501
2024 Q2	$92.2K	Buy	544 +10	+2%	+$1.5K	0.02%	417
2024 Q1	$75.9K	Sell	534 -1,718	-76%	-$271K	0.01%	432
2023 Q4	$332K	Buy	2,252 +204	+10%	+$27.3K	0.07%	210
2023 Q3	$240K	Sell	2,048 -126	-6%	-$14.9K	0.05%	235
2023 Q2	$268K	Hold	2,174	–	–	0.06%	226
2023 Q1	$212K	Buy	2,174 +2,000	+1,149%	+$169K	0.05%	252
2022 Q4	$12.1K	Sell	174 -600	-78%	-$48.2K	﹤0.01%	733
2022 Q3	$63K	Buy	774 +48	+7%	+$4.16K	0.02%	466
2022 Q2	$62K	Hold	726	–	–	0.02%	486
2022 Q1	$75K	Sell	726 -3,564	-83%	-$319K	0.02%	475
2021 Q4	$397K	Sell	4,290 -1,710	-29%	-$148K	0.1%	191
2021 Q3	$479K	Hold	6,000	–	–	0.13%	147
2021 Q2	$371K	Buy	+6,000	New	+$355K	0.1%	181
2020 Q2	–	Sell	-840	Closed	-$23K	–	1129
2020 Q1	$23K	Sell	840 -1,920	-70%	-$67K	0.01%	591
2019 Q4	$106K	Buy	2,760 +1,290	+88%	+$48.8K	0.04%	317
2019 Q3	$50K	Hold	1,470	–	–	0.02%	450
2019 Q2	$50K	Sell	1,470 -1,200	-45%	-$44.9K	0.02%	417
2019 Q1	$108K	Buy	2,670 +630	+31%	+$23.4K	0.05%	263
2018 Q4	$65K	Buy	+2,040	New	+$63.6K	0.03%	331