Meridian 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	$6.19M	Buy	38,597 +3,112	+9%	+$523K	0.22%	94
2025 Q4	$6.54M	Buy	35,485 +2,512	+8%	+$507K	0.23%	85
2025 Q3	$6.71M	Buy	32,973 +385	+1%	+$73.7K	0.26%	79
2025 Q2	$6.67M	Buy	32,588 +854	+3%	+$159K	0.28%	77
2025 Q1	$5.42M	Buy	31,734 +1,182	+4%	+$219K	0.26%	88
2024 Q4	$5.56M	Sell	30,552 -520	-2%	-$98.2K	0.26%	83
2024 Q3	$5.31M	Buy	+31,072	New	+$5.23M	0.26%	82
2024 Q2	–	Sell	-36,232	Closed	-$5.15M	–	470
2024 Q1	$5.15M	Sell	36,232 -1,126	-3%	-$178K	0.86%	23
2023 Q4	$5.51M	Sell	37,358 -35,734	-49%	-$4.78M	0.35%	64
2023 Q3	$8.57M	Buy	73,092 +61,902	+553%	+$7.33M	0.53%	37
2023 Q2	$1.43M	Buy	11,190 +2,130	+24%	+$222K	0.12%	154
2023 Q1	$905K	Buy	9,060 +92	+1%	+$7.8K	0.08%	221
2022 Q4	$626K	Sell	8,968 -6,320	-41%	-$507K	0.06%	266
2022 Q3	$1.25M	Buy	15,288 +336	+2%	+$29.1K	0.13%	159
2022 Q2	$1.23M	Buy	14,952 +1,446	+11%	+$128K	0.1%	215
2022 Q1	$1.4M	Buy	13,506 +2,094	+18%	+$187K	0.15%	123
2021 Q4	$1.06M	Buy	11,412 +2,340	+26%	+$202K	0.11%	150
2021 Q3	$724K	Buy	9,072 +72	+0.8%	+$5.06K	0.09%	184
2021 Q2	$557K	Sell	9,000 -4,056	-31%	-$240K	0.07%	209
2021 Q1	$701K	Buy	+13,056	New	+$776K	0.1%	171
2019 Q2	–	Sell	-6,468	Closed	-$262K	–	545
2019 Q1	$262K	Buy	+6,468	New	+$240K	0.12%	156