Freemont 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
2025 Q2	–	Sell	-12,900	Closed	-$2.2M	–	118
2025 Q1	$2.2M	Sell	12,900 -1,300	-9%	-$240K	0.87%	48
2024 Q4	$2.58M	Hold	14,200	–	–	1.27%	28
2024 Q3	$2.43M	Hold	14,200	–	–	1.27%	27
2024 Q2	$2.41M	Sell	14,200 -69,600	-83%	-$10.4M	1.39%	19
2024 Q1	$11.9M	Buy	+83,800	New	+$13.2M	1.84%	17
2023 Q3	–	Sell	-69,000	Closed	-$8.82M	–	92
2023 Q2	$8.82M	Hold	69,000	–	–	1.11%	33
2023 Q1	$6.89M	Hold	69,000	–	–	1.02%	38
2022 Q4	$4.81M	Hold	69,000	–	–	0.77%	48
2022 Q3	$5.65M	Sell	69,000 -1,800	-3%	-$156K	1.03%	36
2022 Q2	$5.83M	Sell	70,800 -3,600	-5%	-$319K	1.01%	41
2022 Q1	$7.72M	Buy	74,400 +71,688	+2,643%	+$6.42M	1.17%	33
2021 Q4	$252K	Buy	+2,712	New	+$235K	0.07%	55