Focused Wealth Management’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
2026 Q1	$566K	Buy	+3,530	New	+$593K	0.06%	104
2024 Q4	–	Sell	-350	Closed	-$59.8K	–	240
2024 Q3	$59.8K	Buy	+350	New	+$58.9K	0.01%	228
2024 Q1	–	Sell	-86	Closed	-$12.7K	–	718
2023 Q4	$12.7K	Hold	86	–	–	﹤0.01%	508
2023 Q3	$10.1K	Hold	86	–	–	﹤0.01%	523
2023 Q2	$11K	Hold	86	–	–	﹤0.01%	527
2023 Q1	$8.59K	Buy	86 +12	+16%	+$1.02K	﹤0.01%	565
2022 Q4	$5.16K	Sell	74 -10	-12%	-$803	﹤0.01%	638
2022 Q3	$7K	Hold	84	–	–	﹤0.01%	563
2022 Q2	$7K	Buy	84 +60	+250%	+$5.32K	﹤0.01%	560
2022 Q1	$2K	Sell	24 -18	-43%	-$1.61K	﹤0.01%	802
2021 Q4	$4K	Buy	42 +18	+75%	+$1.56K	﹤0.01%	733
2021 Q3	$2K	Buy	+24	New	+$1.69K	﹤0.01%	820
2019 Q3	–	Sell	-8,010	Closed	-$272K	–	763
2019 Q2	$272K	Hold	8,010	–	–	0.07%	113
2019 Q1	$324K	Sell	8,010 -150	-2%	-$5.56K	0.1%	103
2018 Q4	$256K	Sell	8,160 -90	-1%	-$2.81K	0.09%	124
2018 Q3	$310K	Sell	8,250 -6,210	-43%	-$226K	0.11%	102
2018 Q2	$495K	Sell	14,460 -8,274	-36%	-$276K	0.17%	86
2018 Q1	$688K	Sell	22,734 -1,980	-8%	-$55K	0.22%	69
2017 Q4	$597K	Sell	24,714 -1,380	-5%	-$33.6K	0.19%	72
2017 Q3	$627K	Buy	+26,094	New	+$594K	0.21%	70
2017 Q1	–	Sell	-1,200	Closed	-$25K	–	720
2016 Q4	$25K	Buy	+1,200	New	+$28.8K	0.01%	349
2016 Q1	–	Sell	-360	Closed	-$11K	–	704
2015 Q4	$11K	Hold	360	–	–	0.01%	394
2015 Q3	$10K	Buy	+360	New	+$10.6K	0.01%	401