NewSquare Capital’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 Q3	–	Sell	-430	Closed	-$88K	–	917
2025 Q2	$88K	Buy	430 +100	+30%	+$18.6K	0.01%	229
2025 Q1	$56.3K	Buy	330 +290	+725%	+$53.6K	﹤0.01%	228
2024 Q4	$7.28K	Buy	+40	New	+$7.56K	﹤0.01%	310
2023 Q4	–	Sell	-18	Closed	-$2.11K	–	605
2023 Q3	$2.11K	Sell	18 -54	-75%	-$6.39K	﹤0.01%	453
2023 Q2	$9.2K	Sell	72 -46	-39%	-$4.79K	﹤0.01%	350
2023 Q1	$11.8K	Buy	118 +82	+228%	+$6.95K	﹤0.01%	334
2022 Q4	$2.51K	Buy	+36	New	+$2.89K	﹤0.01%	456
2018 Q1	–	Sell	-1,596	Closed	-$39K	–	356
2017 Q4	$39K	Hold	1,596	–	–	0.01%	167
2017 Q3	$38K	Buy	+1,596	New	+$36.3K	0.01%	146