Stonebridge Financial Planning Group’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	$202K	Buy	+1,263	New	+$212K	0.07%	171
2025 Q2	–	Sell	-1,180	Closed	-$201K	–	167
2025 Q1	$201K	Sell	1,180 -250	-17%	-$46.2K	0.09%	160
2024 Q4	$260K	Buy	1,430 +200	+16%	+$37.8K	0.12%	142
2024 Q3	$210K	Hold	1,230	–	–	0.1%	150
2024 Q2	$208K	Buy	+1,230	New	+$184K	0.1%	153
2022 Q1	–	Sell	-1,230	Closed	-$102K	–	283
2021 Q4	$102K	Buy	1,230 +180	+17%	+$15.6K	0.05%	161
2021 Q3	$87K	Buy	1,050 +450	+75%	+$31.6K	0.04%	179
2021 Q2	$39K	Hold	600	–	–	0.02%	233
2021 Q1	$36K	Hold	600	–	–	0.02%	241
2020 Q4	$36K	Hold	600	–	–	0.02%	228
2020 Q3	$25K	Hold	600	–	–	0.02%	247
2020 Q2	$23K	Hold	600	–	–	0.02%	249
2020 Q1	$18K	Hold	600	–	–	0.02%	258
2019 Q4	$23K	Buy	+600	New	+$22.7K	0.02%	232