Kingsview Wealth Management’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
2026 Q1	$3.56M	Buy	22,221 +2,333	+12%	+$392K	0.05%	375
2025 Q4	$3.66M	Sell	19,888 -2,346	-11%	-$473K	0.05%	342
2025 Q3	$4.53M	Buy	22,234 +669	+3%	+$128K	0.07%	289
2025 Q2	$4.41M	Buy	21,565 +441	+2%	+$81.9K	0.07%	269
2025 Q1	$3.6M	Buy	21,124 +755	+4%	+$140K	0.07%	266
2024 Q4	$3.71M	Sell	20,369 -75	-0.4%	-$14.2K	0.07%	256
2024 Q3	$3.49M	Sell	20,444 -4,788	-19%	-$806K	0.07%	247
2024 Q2	$4.28M	Sell	25,232 -3,226	-11%	-$483K	0.1%	202
2024 Q1	$4.04M	Buy	28,458 +7,930	+39%	+$1.25M	0.1%	195
2023 Q4	$3.03M	Buy	20,528 +958	+5%	+$128K	0.09%	206
2023 Q3	$2.29M	Buy	19,570 +2,784	+17%	+$329K	0.08%	251
2023 Q2	$2.14M	Sell	16,786 -5,618	-25%	-$585K	0.08%	240
2023 Q1	$2.24M	Buy	22,404 +6,574	+42%	+$557K	0.09%	222
2022 Q4	$1.1M	Buy	15,830 +158	+1%	+$12.7K	0.05%	326
2022 Q3	$1.28M	Sell	15,672 -1,284	-8%	-$111K	0.06%	285
2022 Q2	$1.4M	Buy	16,956 +18	+0.1%	+$1.6K	0.07%	285
2022 Q1	$1.76M	Sell	16,938 -2,676	-14%	-$240K	0.08%	258
2021 Q4	$1.82M	Buy	19,614 +6,336	+48%	+$548K	0.08%	265
2021 Q3	$1.06M	Sell	13,278 -156	-1%	-$11K	0.05%	360
2021 Q2	$830K	Buy	13,434 +5,328	+66%	+$316K	0.04%	421
2021 Q1	$443K	Buy	8,106 +636	+9%	+$37.8K	0.03%	534
2020 Q4	$442K	Sell	7,470 -3,174	-30%	-$148K	0.03%	472
2020 Q3	$434K	Buy	+10,644	New	+$443K	0.04%	397
2019 Q4	–	Sell	-15,270	Closed	-$519K	–	516
2019 Q3	$519K	Sell	15,270 -1,356	-8%	-$48K	0.08%	246
2019 Q2	$565K	Buy	16,626 +600	+4%	+$22.4K	0.09%	228
2019 Q1	$649K	Buy	+16,026	New	+$594K	0.1%	228