Private Client Services’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	–	Sell	-1,226	Closed	-$209K	–	218
2025 Q1	$209K	Buy	+1,226	New	+$209K	0.1%	178
2024 Q1	–	Sell	-1,384	Closed	-$204K	–	143
2023 Q4	$204K	Buy	+1,384	New	+$204K	0.17%	132