New Wave Wealth Advisors’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	$202K	Buy	+985	New	+$202K	0.09%	138
2025 Q1	–	Sell	-1,210	Closed	-$220K	–	516
2024 Q4	$220K	Sell	1,210 -28	-2%	-$5.1K	0.09%	127
2024 Q3	$212K	Sell	1,238 -286	-19%	-$48.9K	0.1%	139
2024 Q2	$258K	Buy	+1,524	New	+$258K	0.14%	115