Reilly Financial Advisors’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
2021 Q4	$6K	Buy	+60	New	+$5.19K	﹤0.01%	809
2020 Q3	–	Sell	-300	Closed	-$11K	–	911
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	564
2020 Q1	$8K	Sell	300 -323,682	-100%	-$11.3M	﹤0.01%	598
2019 Q4	$12.5M	Sell	323,982 -24,786	-7%	-$937K	1.42%	27
2019 Q3	$11.8M	Buy	348,768 +7,824	+2%	+$277K	1.46%	25
2019 Q2	$11.6M	Buy	340,944 +7,038	+2%	+$263K	1.45%	24
2019 Q1	$13.5M	Sell	333,906 -996	-0.3%	-$36.9K	1.75%	11
2018 Q4	$10.5M	Buy	+334,902	New	+$10.4M	1.53%	19
2018 Q2	–	Sell	-30	Closed	-$1K	–	1023
2018 Q1	$1K	Sell	30 -1,008	-97%	-$28K	﹤0.01%	936
2017 Q4	$25K	Sell	1,038 -612	-37%	-$14.9K	﹤0.01%	458
2017 Q3	$40K	Buy	1,650 +150	+10%	+$3.42K	0.01%	344
2017 Q2	$33K	Hold	1,500	–	–	0.01%	383
2017 Q1	$28K	Hold	1,500	–	–	﹤0.01%	412
2016 Q4	$31K	Buy	+1,500	New	+$35.9K	0.01%	361