Triad Wealth Partners’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	$288K	Sell	1,409 -216	-13%	-$44.2K	0.06%	223
2025 Q1	$277K	Sell	1,625 -13	-0.8%	-$2.22K	0.09%	174
2024 Q4	$298K	Buy	+1,638	New	+$298K	0.11%	136
2024 Q3	–	Sell	-2,024	Closed	-$343K	–	644
2024 Q2	$343K	Buy	+2,024	New	+$343K	0.18%	56