Guardian Capital Advisors (Canada)’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
2024 Q3	$1.2M	Sell	7,300 -1,000	-12%	-$168K	0.12%	103
2024 Q2	$1.4M	Sell	8,300 -100	-1%	-$15K	0.15%	96
2024 Q1	$1.16M	Buy	8,400 +850	+11%	+$134K	0.13%	97
2023 Q4	$1.09M	Sell	7,550 -1,200	-14%	-$160K	0.11%	105
2023 Q3	$1.13M	Buy	8,750 +1,600	+22%	+$189K	0.13%	104
2023 Q2	$832K	Sell	7,150 -1,850	-21%	-$193K	0.09%	101
2023 Q1	$879K	Buy	9,000 +4,300	+91%	+$364K	0.1%	98
2022 Q4	$321K	Buy	+4,700	New	+$377K	0.04%	137
2022 Q2	–	Sell	-4,950	Closed	-$505K	–	171
2022 Q1	$505K	Sell	4,950 -2,310	-32%	-$207K	0.05%	124
2021 Q4	$644K	Sell	7,260 -1,200	-14%	-$104K	0.06%	118
2021 Q3	$662K	Sell	8,460 -1,500	-15%	-$105K	0.07%	115
2021 Q2	$619K	Hold	9,960	–	–	0.06%	118
2021 Q1	$599K	Buy	9,960 +960	+11%	+$57.1K	0.07%	117
2020 Q4	$525K	Buy	+9,000	New	+$420K	0.07%	113