Gleason Group’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$322K	Hold	1,572	–	–	0.03%	58
2025 Q1	$268K	Hold	1,572	–	–	0.05%	58
2024 Q4	$286K	Sell	1,572 -1,728	-52%	-$314K	0.05%	57
2024 Q3	$564K	Hold	3,300	–	–	0.1%	48
2024 Q2	$559K	Hold	3,300	–	–	0.11%	47
2024 Q1	$469K	Hold	3,300	–	–	0.1%	49
2023 Q4	$487K	Hold	3,300	–	–	0.11%	49
2023 Q3	$387K	Hold	3,300	–	–	0.1%	52
2023 Q2	$422K	Hold	3,300	–	–	0.11%	55
2023 Q1	$330K	Hold	3,300	–	–	0.09%	59
2022 Q4	$230K	Hold	3,300	–	–	0.07%	68
2022 Q3	$270K	Hold	3,300	–	–	0.09%	54
2022 Q2	$272K	Hold	3,300	–	–	0.09%	54
2022 Q1	$342K	Hold	3,300	–	–	0.1%	55
2021 Q4	$306K	Hold	3,300	–	–	0.1%	57
2021 Q3	$263K	Buy	3,300 +900	+38%	+$71.7K	0.1%	61
2021 Q2	$148K	Hold	2,400	–	–	0.05%	79
2021 Q1	$129K	Hold	2,400	–	–	0.05%	79
2020 Q4	$142K	Hold	2,400	–	–	0.07%	70
2020 Q3	$98K	Hold	2,400	–	–	0.06%	71
2020 Q2	$92K	Hold	2,400	–	–	0.06%	69
2020 Q1	$66K	Hold	2,400	–	–	0.05%	71
2019 Q4	$93K	Buy	+2,400	New	+$93K	0.06%	75