Williamson Legacy Group’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 Q2	–	Sell	-11,090	Closed	-$1.58M	–	105
2024 Q1	$1.58M	Sell	11,090 -1,212	-10%	-$172K	1.22%	23
2023 Q4	$1.81M	Buy	+12,302	New	+$1.81M	1.68%	10