TCFG Wealth Management’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	$370K	Hold	1,808	–	–	0.17%	164
2025 Q1	$309K	Sell	1,808 -148	-8%	-$25.3K	0.15%	163
2024 Q4	$356K	Sell	1,956 -254	-11%	-$46.2K	0.18%	139
2024 Q3	$378K	Buy	+2,210	New	+$378K	0.19%	128