Alpha Family Trust’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 | $694K | Sell |
3,390
-1,630
| -32% | -$334K | 0.34% | 52 |
|
|
2025
Q1 | $857K | Buy |
5,020
+2,250
| +81% | +$384K | 0.5% | 43 |
|
|
2024
Q4 | $504K | Hold |
2,770
| – | – | 0.28% | 56 |
|
|
2024
Q3 | $473K | Hold |
2,770
| – | – | 0.26% | 68 |
|
|
2024
Q2 | $470K | Hold |
2,770
| – | – | 0.28% | 61 |
|
|
2024
Q1 | $394K | Hold |
2,770
| – | – | 0.24% | 75 |
|
|
2023
Q4 | $408K | Hold |
2,770
| – | – | 0.28% | 69 |
|
|
2023
Q3 | $325K | Buy |
+2,770
| New | +$325K | 0.25% | 80 |
|