West Oak Capital’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	$614	Hold	300	–	–	0.02%	161
2025 Q1	$512	Hold	300	–	–	0.02%	172
2024 Q4	$546K	Hold	300	–	–	0.02%	176
2024 Q3	$513	Hold	300	–	–	0.01%	181
2024 Q2	$50.9K	Hold	300	–	–	0.02%	182
2024 Q1	$43K	Hold	300	–	–	0.02%	181
2023 Q4	$49K	Hold	300	–	–	0.02%	180
2023 Q3	$35K	Hold	300	–	–	0.02%	185
2023 Q2	$38.3K	Hold	300	–	–	0.02%	182
2023 Q1	$30K	Buy	+300	New	+$30K	0.02%	188
2022 Q4	–	Sell	-720	Closed	-$59K	–	316
2022 Q3	$59K	Buy	720 +420	+140%	+$34.4K	0.03%	164
2022 Q2	$25K	Hold	300	–	–	0.01%	196
2022 Q1	$31K	Hold	300	–	–	0.01%	198
2021 Q4	$28K	Hold	300	–	–	0.01%	215
2021 Q3	$24K	Hold	300	–	–	0.01%	230
2021 Q2	$19K	Hold	300	–	–	0.01%	242
2021 Q1	$16K	Hold	300	–	–	0.01%	244
2020 Q4	$18K	Buy	+300	New	+$18K	0.01%	227
2020 Q1	–	Sell	-300	Closed	-$12K	–	305
2019 Q4	$12K	Hold	300	–	–	0.01%	231
2019 Q3	$10K	Hold	300	–	–	0.01%	245
2019 Q2	$10K	Hold	300	–	–	0.01%	251
2019 Q1	$12K	Hold	300	–	–	0.01%	236
2018 Q4	$9.42K	Sell	300 -3,600	-92%	-$113K	0.01%	248
2018 Q3	$146K	Buy	3,900 +300	+8%	+$11.3K	0.08%	127
2018 Q2	$123K	Hold	3,600	–	–	0.08%	134
2018 Q1	$109K	Buy	3,600 +600	+20%	+$18.2K	0.06%	143
2017 Q4	$72.5K	Hold	3,000	–	–	0.04%	153
2017 Q3	$72.1K	Buy	+3,000	New	+$72.1K	0.04%	163
2017 Q2	–	Sell	-534	Closed	-$10K	–	367
2017 Q1	$10K	Buy	+534	New	+$10K	0.01%	302