TwinBeech Capital’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	–	Sell	-19,540	Closed	-$4M	–	763
2025 Q2	$4M	Sell	19,540 -173,098	-90%	-$32.1M	0.09%	235
2025 Q1	$32.9M	Sell	192,638 -95,936	-33%	-$17.7M	0.6%	47
2024 Q4	$52.5M	Buy	288,574 +19,092	+7%	+$3.61M	0.9%	30
2024 Q3	$46.1M	Buy	+269,482	New	+$45.4M	0.88%	21
2023 Q4	–	Sell	-491,208	Closed	-$57.6M	–	848
2023 Q3	$57.6M	Buy	+491,208	New	+$58.1M	1.11%	11
2023 Q1	–	Sell	-954,418	Closed	-$66.6M	–	816
2022 Q4	$66.6M	Buy	+954,418	New	+$76.6M	1.27%	5
2021 Q3	–	Sell	-43,854	Closed	-$2.71M	–	712
2021 Q2	$2.71M	Sell	43,854 -31,446	-42%	-$1.86M	0.33%	94
2021 Q1	$4.04M	Buy	+75,300	New	+$4.48M	0.59%	44
2020 Q4	–	Sell	-5,580	Closed	-$228K	–	569
2020 Q3	$228K	Buy	+5,580	New	+$232K	0.05%	379