Horan Securities’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
2025 Q2	$331K	Buy	1,616 +28	+2%	+$5.2K	0.12%	106
2025 Q1	$271K	Buy	1,588 +217	+16%	+$40.1K	0.1%	102
2024 Q4	$249K	Buy	1,371 +161	+13%	+$30.4K	0.09%	110
2024 Q3	$207K	Sell	1,210 -10	-0.8%	-$1.68K	0.08%	134
2024 Q2	$207K	Buy	+1,220	New	+$182K	0.09%	118
2023 Q3	–	Sell	-126	Closed	-$16.1K	–	482
2023 Q2	$16.1K	Sell	126 -6	-5%	-$624	0.01%	337
2023 Q1	$13.2K	Buy	132 +2	+2%	+$169	0.01%	349
2022 Q4	$9.05K	Buy	130 +126	+3,150%	+$10.1K	0.01%	379
2022 Q3	$0	Sell	4 -2	-33%	-$173	﹤0.01%	740
2022 Q2	$0	Hold	6	–	–	﹤0.01%	730
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	491
2021 Q4	$1K	Buy	+6	New	+$519	﹤0.01%	494
2021 Q2	$0	Buy	+6	New	+$355	﹤0.01%	487