Legacy Bridge’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	$2.3M	Sell	11,259 -25	-0.2%	-$5.12K	1.09%	23
2025 Q1	$1.93M	Sell	11,284 -840	-7%	-$143K	1.07%	21
2024 Q4	$2.21M	Buy	12,124 +12	+0.1%	+$2.18K	1.15%	19
2024 Q3	$2.07M	Hold	12,112	–	–	1.11%	22
2024 Q2	$2.05M	Hold	12,112	–	–	1.21%	17
2024 Q1	$1.72M	Buy	12,112 +304	+3%	+$43.2K	1.01%	27
2023 Q4	$1.74M	Hold	11,808	–	–	1.13%	19
2023 Q3	$1.38M	Hold	11,808	–	–	0.99%	31
2023 Q2	$1.51M	Buy	11,808 +540	+5%	+$69K	1.01%	32
2023 Q1	$1.13M	Sell	11,268 -2,568	-19%	-$256K	0.79%	50
2022 Q4	$965K	Hold	13,836	–	–	0.69%	63
2022 Q3	$1.13M	Hold	13,836	–	–	0.9%	37
2022 Q2	$1.14M	Sell	13,836 -156	-1%	-$12.8K	0.84%	40
2022 Q1	$1.45M	Hold	13,992	–	–	0.85%	38
2021 Q4	$1.3M	Hold	13,992	–	–	0.68%	56
2021 Q3	$1.12M	Buy	13,992 +840	+6%	+$67.1K	0.64%	68
2021 Q2	$813K	Buy	13,152 +750	+6%	+$46.4K	0.46%	87
2021 Q1	$666K	Sell	12,402 -2,874	-19%	-$154K	0.43%	87
2020 Q4	$905K	Buy	15,276 +1,800	+13%	+$107K	0.66%	63
2020 Q3	$550K	Hold	13,476	–	–	0.5%	71
2020 Q2	$516K	Sell	13,476 -570	-4%	-$21.8K	0.57%	64
2020 Q1	$384K	Sell	14,046 -6,786	-33%	-$186K	0.48%	74
2019 Q4	$803K	Buy	20,832 +900	+5%	+$34.7K	0.67%	56
2019 Q3	$677K	Sell	19,932 -900	-4%	-$30.6K	0.65%	55
2019 Q2	$707K	Buy	20,832 +9,672	+87%	+$328K	0.68%	46
2019 Q1	$452K	Hold	11,160	–	–	0.47%	78
2018 Q4	$350K	Buy	+11,160	New	+$350K	0.43%	81