Aft Forsyth & Sober’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
$3.38M Buy
16,500
+350
+2% +$71.6K 1.14% 26
2025
Q1
$2.76M Buy
16,150
+150
+0.9% +$25.6K 0.96% 30
2024
Q4
$2.91M Hold
16,000
0.94% 29
2024
Q3
$2.73M Hold
16,000
0.9% 29
2024
Q2
$2.71M Hold
16,000
0.93% 31
2024
Q1
$2.27M Hold
16,000
0.8% 36
2023
Q4
$2.37M Buy
+16,000
New +$2.37M 0.91% 29
2020
Q1
Sell
-1,800
Closed -$69K 60
2019
Q4
$69K Buy
+1,800
New +$69K 0.06% 60