Marietta 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	$10.5M	Buy	65,263 +3,746	+6%	+$629K	1.24%	27
2025 Q4	$11.3M	Buy	61,517 +705	+1%	+$142K	1.31%	23
2025 Q3	$12.4M	Buy	60,812 +13,388	+28%	+$2.56M	1.51%	19
2025 Q2	$9.7M	Buy	47,424 +769	+2%	+$143K	1.27%	28
2025 Q1	$7.96M	Buy	46,655 +1,261	+3%	+$233K	1.17%	31
2024 Q4	$8.26M	Sell	45,394 -476	-1%	-$89.9K	1.18%	28
2024 Q3	$7.84M	Buy	45,870 +1,884	+4%	+$317K	1.14%	32
2024 Q2	$7.46M	Sell	43,986 -192	-0.4%	-$28.7K	1.16%	29
2024 Q1	$6.28M	Sell	44,178 -2,886	-6%	-$455K	1.04%	38
2023 Q4	$6.95M	Sell	47,064 -956	-2%	-$128K	1.24%	28
2023 Q3	$5.63M	Buy	48,020 +290	+0.6%	+$34.3K	1.12%	35
2023 Q2	$6.1M	Sell	47,730 -67,986	-59%	-$7.07M	1.15%	30
2023 Q1	$5.13M	Buy	115,716 +87,032	+303%	+$7.38M	1.09%	47
2022 Q4	$2M	Buy	+28,684	New	+$2.3M	0.45%	76