Sumitomo Mitsui Financial 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
2025 Q3	–	Hold	0	–	–	–	235
2025 Q2	–	Hold	0	–	–	–	248
2025 Q1	–	Hold	0	–	–	–	205
2024 Q4	–	Hold	0	–	–	–	193
2024 Q3	–	Sell	-470	Closed	-$80.1K	–	197
2024 Q2	$80.1K	Buy	+470	New	+$70.3K	﹤0.01%	144
2023 Q3	–	Hold	0	–	–	–	183
2023 Q2	–	Hold	0	–	–	–	184
2023 Q1	–	Hold	0	–	–	–	178
2022 Q4	–	Hold	0	–	–	–	190
2022 Q3	–	Hold	0	–	–	–	209
2022 Q1	–	Sell	-966	Closed	-$91K	–	205
2021 Q4	$91K	Buy	966 +846	+705%	+$73.2K	﹤0.01%	163
2021 Q3	$9K	Buy	+120	New	+$8.43K	﹤0.01%	180
2020 Q4	–	Sell	-9,900	Closed	-$407K	–	169
2020 Q3	$407K	Buy	+9,900	New	+$412K	0.01%	109
2018 Q4	–	Sell	-9,198	Closed	-$346K	–	121
2018 Q3	$346K	Buy	9,198 +8,520	+1,257%	+$310K	0.03%	78
2018 Q2	$23K	Buy	+678	New	+$22.6K	﹤0.01%	91
2018 Q1	–	Sell	-2,154	Closed	-$53K	–	138
2017 Q4	$53K	Buy	2,154 +1,974	+1,097%	+$48K	0.01%	81
2017 Q3	$4K	Buy	+180	New	+$4.1K	﹤0.01%	100