Proficio Capital 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
2025 Q3	–	Sell	-2,851	Closed	-$583K	–	370
2025 Q2	$583K	Buy	2,851 +264	+10%	+$49K	0.04%	222
2025 Q1	$441K	Buy	2,587 +171	+7%	+$31.6K	0.03%	232
2024 Q4	$440K	Buy	2,416 +886	+58%	+$167K	0.04%	214
2024 Q3	$261K	Sell	1,530 -508	-25%	-$85.5K	0.03%	233
2024 Q2	$345K	Buy	2,038 +98	+5%	+$14.7K	0.04%	226
2024 Q1	$276K	Buy	1,940 +180	+10%	+$28.4K	0.03%	263
2023 Q4	$259K	Buy	+1,760	New	+$235K	0.03%	249
2023 Q3	–	Sell	-1,628	Closed	-$208K	–	312
2023 Q2	$208K	Buy	+1,628	New	+$169K	0.03%	272
2019 Q3	–	Sell	-1,758	Closed	-$60K	–	1118
2019 Q2	$60K	Sell	1,758 -288	-14%	-$10.8K	0.02%	321
2019 Q1	$83K	Buy	2,046 +1,002	+96%	+$37.2K	0.03%	226
2018 Q4	$33K	Buy	1,044 +174	+20%	+$5.42K	0.01%	409
2018 Q3	$33K	Buy	870 +18	+2%	+$655	0.01%	454
2018 Q2	$29K	Buy	852 +18	+2%	+$600	0.01%	491
2018 Q1	$25K	Hold	834	–	–	0.01%	529
2017 Q4	$20K	Buy	834 +258	+45%	+$6.28K	0.01%	583
2017 Q3	$14K	Buy	576 +42	+8%	+$957	0.01%	698
2017 Q2	$12K	Buy	534 +114	+27%	+$2.3K	0.01%	754
2017 Q1	$8K	Sell	420 -3,216	-88%	-$71.9K	﹤0.01%	881
2016 Q4	$76K	Sell	3,636 -108	-3%	-$2.59K	0.04%	209
2016 Q3	$99K	Buy	3,744 +48	+1%	+$1.09K	0.06%	183
2016 Q2	$82K	Buy	3,696 +612	+20%	+$14.2K	0.05%	198
2016 Q1	$84K	Buy	3,084 +3,012	+4,183%	+$74.1K	0.07%	149
2015 Q4	$2K	Buy	+72	New	+$2.08K	﹤0.01%	674