McClarren Financial Advisors’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
2025 Q2	–	Sell	-275	Closed	-$6K	–	228
2025 Q1	$6K	Buy	+275	New	+$50.9K	﹤0.01%	229
2024 Q4	–	Sell	-892	Closed	-$5	–	280
2024 Q3	$5	Buy	892 +214	+32%	+$36K	﹤0.01%	204
2024 Q2	$4K	Buy	+678	New	+$101K	﹤0.01%	269
2023 Q2	–	Sell	-12	Closed	-$1K	–	429
2023 Q1	$1K	Hold	12	–	–	﹤0.01%	309
2022 Q4	$0	Hold	12	–	–	﹤0.01%	435
2022 Q3	$0	Buy	+12	New	+$1.04K	﹤0.01%	326
2022 Q2	–	Sell	-12	Closed	-$1K	–	192
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	269
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	297
2021 Q3	$0	Hold	12	–	–	﹤0.01%	324
2021 Q2	$0	Hold	12	–	–	﹤0.01%	333
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	258
2020 Q4	$0	Buy	+12	New	+$561	﹤0.01%	241