PA
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Perennial Advisors’s Palo Alto Networks PANW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$282K Hold
1,380
0.05% 102
2025
Q1
$235K Buy
+1,380
New +$235K 0.05% 103
2024
Q2
$234K Buy
+690
New +$234K 0.05% 102
2024
Q1
Sell
-690
Closed -$203K 114
2023
Q4
$203K Buy
+690
New +$203K 0.05% 109