Principle Wealth Partners’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	$4.46M	Buy	27,822 +491	+2%	+$82.5K	0.25%	79
2025 Q4	$5.03M	Sell	27,331 -70	-0.3%	-$14.1K	0.28%	68
2025 Q3	$5.58M	Sell	27,401 -1,255	-4%	-$240K	0.32%	59
2025 Q2	$5.86M	Buy	28,656 +2,512	+10%	+$466K	0.37%	58
2025 Q1	$4.46M	Buy	26,144 +470	+2%	+$86.9K	0.32%	72
2024 Q4	$4.67M	Buy	25,674 +1,222	+5%	+$231K	0.33%	71
2024 Q3	$4.18M	Sell	24,452 -50	-0.2%	-$8.42K	0.3%	78
2024 Q2	$4.15M	Buy	24,502 +1,784	+8%	+$267K	0.32%	77
2024 Q1	$3.23M	Buy	22,718 +1,110	+5%	+$175K	0.25%	94
2023 Q4	$3.19M	Buy	21,608 +9,400	+77%	+$1.26M	0.27%	90
2023 Q3	$1.43M	Buy	12,208 +4,564	+60%	+$540K	0.14%	123
2023 Q2	$977K	Buy	+7,644	New	+$795K	0.1%	144
2020 Q3	–	Sell	-600	Closed	-$23K	–	348
2020 Q2	$23K	Buy	+600	New	+$21.1K	0.01%	342