Apexium Financial’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
$456K Buy
2,228
+65
+3% +$13.3K 0.02% 193
2025
Q1
$369K Buy
2,163
+15
+0.7% +$2.56K 0.02% 206
2024
Q4
$391K Buy
2,148
+62
+3% +$11.3K 0.02% 186
2024
Q3
$356K Buy
2,086
+100
+5% +$17.1K 0.02% 174
2024
Q2
$337K Buy
1,986
+288
+17% +$48.8K 0.02% 170
2024
Q1
$241K Buy
+1,698
New +$241K 0.02% 200