Klingman & Associates’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
$427K Buy
2,085
+200
+11% +$40.9K 0.02% 188
2025
Q1
$322K Buy
1,885
+133
+8% +$22.7K 0.02% 215
2024
Q4
$319K Buy
1,752
+252
+17% +$45.9K 0.02% 197
2024
Q3
$256K Buy
1,500
+60
+4% +$10.3K 0.02% 233
2024
Q2
$244K Buy
+1,440
New +$244K 0.02% 218