Beacon Financial 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 | $364K | Sell |
1,779
-3
| -0.2% | -$614 | 0.04% | 267 |
|
|
2025
Q1 | $304K | Buy |
1,782
+76
| +4% | +$13K | 0.03% | 277 |
|
|
2024
Q4 | $310K | Sell |
1,706
-8
| -0.5% | -$1.46K | 0.03% | 278 |
|
|
2024
Q3 | $293K | Buy |
1,714
+316
| +23% | +$54K | 0.03% | 284 |
|
|
2024
Q2 | $237K | Buy |
+1,398
| New | +$237K | 0.03% | 296 |
|
|
2014
Q2 | – | Sell |
-19,800
| Closed | -$230K | – | 161 |
|
|
2014
Q1 | $230K | Buy |
+19,800
| New | +$230K | 0.05% | 162 |
|