Sequoia Financial Advisors’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	$39.7M	Buy	194,094 +503	+0.3%	+$103K	0.27%	75
2025 Q1	$33M	Sell	193,591 -5,087	-3%	-$868K	0.25%	85
2024 Q4	$36.2M	Sell	198,678 -79,880	-29%	-$14.5M	0.35%	62
2024 Q3	$47.6M	Sell	278,558 -51,646	-16%	-$8.83M	0.51%	42
2024 Q2	$56M	Sell	330,204 -1,582	-0.5%	-$268K	0.67%	30
2024 Q1	$47.1M	Sell	331,786 -170,072	-34%	-$24.2M	0.59%	34
2023 Q4	$74M	Sell	501,858 -476,718	-49%	-$70.3M	0.92%	22
2023 Q3	$115M	Buy	978,576 +420,680	+75%	+$49.3M	2.01%	8
2023 Q2	$71.3M	Buy	557,896 +434,718	+353%	+$55.5M	1.22%	19
2023 Q1	$12.3M	Buy	123,178 +22,918	+23%	+$2.29M	0.27%	66
2022 Q4	$7M	Buy	100,260 +7,020	+8%	+$490K	0.17%	114
2022 Q3	$7.64M	Sell	93,240 -4,584	-5%	-$375K	0.24%	82
2022 Q2	$8.05M	Sell	97,824 -53,046	-35%	-$4.37M	0.23%	85
2022 Q1	$15.7M	Sell	150,870 -2,412	-2%	-$250K	0.39%	43
2021 Q4	$14.2M	Buy	153,282 +94,914	+163%	+$8.81M	0.39%	46
2021 Q3	$4.66M	Sell	58,368 -149,670	-72%	-$11.9M	0.47%	37
2021 Q2	$12.9M	Buy	208,038 +25,824	+14%	+$1.6M	0.47%	38
2021 Q1	$9.78M	Buy	182,214 +9,348	+5%	+$502K	0.41%	41
2020 Q4	$10.2M	Buy	172,866 +11,496	+7%	+$681K	0.47%	33
2020 Q3	$6.58M	Buy	161,370 +16,542	+11%	+$675K	0.35%	46
2020 Q2	$5.54M	Buy	144,828 +18,426	+15%	+$705K	0.33%	48
2020 Q1	$3.45M	Buy	126,402 +60,840	+93%	+$1.66M	0.26%	53
2019 Q4	$2.53M	Buy	65,562 +618	+1%	+$23.8K	0.16%	81
2019 Q3	$2.21M	Buy	+64,944	New	+$2.21M	0.16%	80