Heartwood Wealth 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	$893K	Sell	4,366 -113	-3%	-$23.1K	0.09%	89
2025 Q1	$764K	Buy	4,479 +55	+1%	+$9.39K	0.09%	84
2024 Q4	$805K	Buy	4,424 +172	+4%	+$31.3K	0.09%	80
2024 Q3	$727K	Sell	4,252 -216	-5%	-$36.9K	0.08%	82
2024 Q2	$757K	Buy	+4,468	New	+$757K	0.09%	81