North Fourth Asset Management’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-34,000	Closed	-$3.4M	–	77
2023 Q1	$3.4M	Buy	34,000 +22,000	+183%	+$2.2M	0.74%	24
2022 Q4	$837K	Sell	12,000 -46,000	-79%	-$3.21M	0.21%	39
2022 Q3	$4.75M	Sell	58,000 -32,000	-36%	-$2.62M	1.21%	12
2022 Q2	$7.41M	Buy	+90,000	New	+$7.41M	1.63%	10