Heritage Oak 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
2024 Q4	–	Sell	-1,238	Closed	-$212K	–	147
2024 Q3	$212K	Buy	+1,238	New	+$212K	0.1%	139