Wakefield Asset 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	$298K	Hold	1,454	–	–	0.08%	194
2025 Q1	$248K	Buy	+1,454	New	+$248K	0.08%	189
2019 Q2	–	Sell	-26,964	Closed	-$1.09M	–	217
2019 Q1	$1.09M	Sell	26,964 -2,988	-10%	-$121K	0.4%	69
2018 Q4	$940K	Buy	+29,952	New	+$940K	0.41%	67