Legacy Trust’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	$11M	Buy	68,302 +1,775	+3%	+$298K	2.1%	11
2025 Q4	$12.3M	Buy	66,527 +876	+1%	+$177K	2.29%	11
2025 Q3	$13.4M	Sell	65,651 -301	-0.5%	-$57.6K	2.64%	6
2025 Q2	$13.5M	Sell	65,952 -2,508	-4%	-$466K	3.31%	4
2025 Q1	$11.7M	Sell	68,460 -28	-0%	-$5.18K	2.82%	7
2024 Q4	$12.5M	Sell	68,488 -980	-1%	-$185K	2.89%	6
2024 Q3	$11.9M	Sell	69,468 -728	-1%	-$123K	2.73%	6
2024 Q2	$11.9M	Buy	70,196 +2,130	+3%	+$319K	2.96%	5
2024 Q1	$9.67M	Sell	68,066 -932	-1%	-$147K	2.41%	8
2023 Q4	$10.2M	Sell	68,998 -4,196	-6%	-$561K	2.65%	7
2023 Q3	$8.58M	Sell	73,194 -904	-1%	-$107K	2.49%	6
2023 Q2	$9.47M	Sell	74,098 -386	-0.5%	-$40.2K	2.61%	6
2023 Q1	$7.44M	Sell	74,484 -560	-0.7%	-$47.5K	2.22%	7
2022 Q4	$5.24M	Buy	+75,044	New	+$6.03M	1.62%	16