Frontier 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
2022 Q2	$3.82M	Buy	46,368 +13,734	+42%	+$1.22M	0.28%	80
2022 Q1	$3.33M	Buy	32,634 +5,040	+18%	+$451K	0.04%	86
2021 Q4	$2.56M	Buy	27,594 +1,632	+6%	+$141K	0.17%	102
2021 Q3	$2.07M	Buy	25,962 +1,392	+6%	+$97.8K	0.14%	116
2021 Q2	$1.52M	Buy	24,570 +2,400	+11%	+$142K	0.11%	142
2021 Q1	$1.19M	Sell	22,170 -600	-3%	-$35.7K	0.09%	148
2020 Q4	$1.35M	Hold	22,770	–	–	0.11%	138
2020 Q3	$929K	Buy	22,770 +150	+0.7%	+$6.24K	0.09%	158
2020 Q2	$866K	Hold	22,620	–	–	0.08%	156
2020 Q1	$618K	Buy	22,620 +14,700	+186%	+$513K	0.1%	160
2019 Q4	$305K	Sell	7,920 -16,200	-67%	-$613K	0.05%	231
2019 Q3	$819K	Sell	24,120 -600	-2%	-$21.2K	0.12%	139
2019 Q2	$839K	Sell	24,720 -300	-1%	-$11.2K	0.12%	135
2019 Q1	$1.01M	Sell	25,020 -1,800	-7%	-$66.8K	0.14%	150
2018 Q4	$842K	Buy	26,820 +600	+2%	+$18.7K	0.13%	157
2018 Q3	$984K	Hold	26,220	–	–	0.09%	154
2018 Q2	$898K	Sell	26,220 -9,078	-26%	-$303K	0.13%	153
2018 Q1	$1.07M	Sell	35,298 -81,150	-70%	-$2.25M	0.15%	145
2017 Q4	$2.81M	Sell	116,448 -19,650	-14%	-$478K	0.45%	50
2017 Q3	$3.27M	Buy	136,098 +2,670	+2%	+$60.8K	0.47%	53
2017 Q2	$2.98M	Buy	133,428 +2,220	+2%	+$44.8K	0.46%	59
2017 Q1	$2.46M	Buy	131,208 +18,330	+16%	+$410K	0.38%	69
2016 Q4	$2.35M	Buy	112,878 +21,270	+23%	+$510K	0.38%	73
2016 Q3	$2.43M	Sell	91,608 -3,000	-3%	-$68.4K	0.37%	74
2016 Q2	$1.93M	Buy	94,608 +3,750	+4%	+$86.9K	0.31%	86
2016 Q1	$2.47M	Buy	90,858 +6,654	+8%	+$164K	0.21%	68
2015 Q4	$2.47M	Sell	84,204 -678	-0.8%	-$19.6K	0.4%	71
2015 Q3	$2.43M	Buy	84,882 +11,700	+16%	+$345K	0.38%	66
2015 Q2	$2.13M	Buy	+73,182	New	+$1.95M	0.33%	72