Advisory Resource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
6,561
+120
| +2% | +$24.6K | 0.26% | 81 |
|
|
2025
Q1 | $1.1M | Buy |
6,441
+350
| +6% | +$59.7K | 0.22% | 90 |
|
|
2024
Q4 | $1.11M | Buy |
6,091
+25
| +0.4% | +$4.55K | 0.24% | 80 |
|
|
2024
Q3 | $1.04M | Sell |
6,066
-356
| -6% | -$60.8K | 0.22% | 96 |
|
|
2024
Q2 | $1.09M | Buy |
6,422
+1,420
| +28% | +$241K | 0.25% | 75 |
|
|
2024
Q1 | $711K | Sell |
5,002
-204
| -4% | -$29K | 0.16% | 103 |
|
|
2023
Q4 | $768K | Sell |
5,206
-1,026
| -16% | -$151K | 0.19% | 87 |
|
|
2023
Q3 | $731K | Sell |
6,232
-134
| -2% | -$15.7K | 0.2% | 79 |
|
|
2023
Q2 | $813K | Sell |
6,366
-96
| -1% | -$12.3K | 0.22% | 65 |
|
|
2023
Q1 | $645K | Buy |
+6,462
| New | +$645K | 0.18% | 80 |
|
|
2021
Q1 | – | Sell |
-3,852
| Closed | -$228K | – | 122 |
|
|
2020
Q4 | $228K | Buy |
+3,852
| New | +$228K | 0.11% | 89 |
|