YorkBridge Wealth Partners’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
2022 Q4	–	Sell	-2,700	Closed	-$221K	–	272
2022 Q3	$221K	Hold	2,700	–	–	0.06%	250
2022 Q2	$222K	Buy	2,700 +114	+4%	+$10.1K	0.06%	254
2022 Q1	$268K	Hold	2,586	–	–	0.06%	252
2021 Q4	$240K	Sell	2,586 -48	-2%	-$4.15K	0.05%	257
2021 Q3	$210K	Buy	+2,634	New	+$185K	0.05%	252
2019 Q3	–	Sell	-2,838	Closed	-$96K	–	511
2019 Q2	$96K	Sell	2,838 -72	-2%	-$2.69K	0.04%	293
2019 Q1	$118K	Sell	2,910 -162	-5%	-$6.01K	0.05%	253
2018 Q4	$96K	Hold	3,072	–	–	0.05%	252
2018 Q3	$115K	Sell	3,072 -27,888	-90%	-$1.02M	0.05%	260
2018 Q2	$1.06M	Sell	30,960 -402	-1%	-$13.4K	0.46%	61
2018 Q1	$996K	Sell	31,362 -150	-0.5%	-$4.17K	0.46%	61
2017 Q4	$806K	Buy	31,512 +876	+3%	+$21.3K	0.39%	70
2017 Q3	$736K	Sell	30,636 -552	-2%	-$12.6K	0.38%	69
2017 Q2	$691K	Buy	31,188 +420	+1%	+$8.48K	0.37%	74
2017 Q1	$564K	Sell	30,768 -12,162	-28%	-$272K	0.3%	80
2016 Q4	$1.01M	Buy	+42,930	New	+$1.03M	0.6%	45