WealthPlan Investment 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
2024 Q4	–	Sell	-1,374	Closed	-$235K	–	273
2024 Q3	$235K	Buy	+1,374	New	+$235K	0.02%	230
2023 Q3	–	Sell	-120	Closed	-$15.3K	–	289
2023 Q2	$15.3K	Hold	120	–	–	﹤0.01%	260
2023 Q1	$12K	Buy	+120	New	+$12K	﹤0.01%	317