Gradient Capital Advisors’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	$282K	Buy	1,377 +57	+4%	+$11.7K	0.08%	134
2025 Q1	$225K	Sell	1,320 -266	-17%	-$45.4K	0.07%	149
2024 Q4	$289K	Sell	1,586 -16	-1%	-$2.91K	0.09%	125
2024 Q3	$274K	Buy	1,602 +182	+13%	+$31.1K	0.09%	128
2024 Q2	$241K	Buy	+1,420	New	+$241K	0.09%	131