JGP Wealth Management’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	$286K	Sell	1,397 -84	-6%	-$17.2K	0.03%	171
2025 Q1	$253K	Buy	1,481 +147	+11%	+$25.1K	0.03%	170
2024 Q4	$243K	Buy	1,334 +28	+2%	+$5.1K	0.03%	169
2024 Q3	$223K	Buy	1,306 +10	+0.8%	+$1.71K	0.03%	169
2024 Q2	$220K	Buy	+1,296	New	+$220K	0.03%	161