GYL Financial Synergies’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	$677K	Buy	3,964 +336	+9%	+$56.6K	0.05%	216
2024 Q2	$615K	Buy	3,628 +202	+6%	+$30.2K	0.05%	220
2024 Q1	$487K	Buy	3,426 +980	+40%	+$155K	0.04%	247
2023 Q4	$361K	Sell	2,446 -964	-28%	-$129K	0.03%	270
2023 Q3	$400K	Buy	3,410 +136	+4%	+$16.1K	0.04%	254
2023 Q2	$418K	Buy	3,274 +520	+19%	+$54.1K	0.04%	254
2023 Q1	$275K	Buy	+2,754	New	+$233K	0.03%	243
2022 Q4	–	Sell	-2,634	Closed	-$216K	–	222
2022 Q3	$216K	Buy	2,634 +120	+5%	+$10.4K	0.06%	179
2022 Q2	$207K	Sell	2,514 -60	-2%	-$5.32K	0.06%	180
2022 Q1	$267K	Buy	2,574 +150	+6%	+$13.4K	0.06%	169
2021 Q4	$225K	Buy	+2,424	New	+$210K	0.06%	191