Beacon Investment Advisors’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 | $458K | Hold |
2,285
| – | – | 0.2% | 109 |
|
|
2025
Q1 | $390K | Buy |
2,285
+207
| +10% | +$35.3K | 0.18% | 116 |
|
|
2024
Q4 | $378K | Sell |
2,078
-2
| -0.1% | -$364 | 0.18% | 113 |
|
|
2024
Q3 | $355K | Hold |
2,080
| – | – | 0.17% | 121 |
|
|
2024
Q2 | $353K | Hold |
2,080
| – | – | 0.18% | 120 |
|
|
2024
Q1 | $295K | Buy |
2,080
+4
| +0.2% | +$568 | 0.17% | 107 |
|
|
2023
Q4 | $306K | Buy |
+2,076
| New | +$306K | 0.2% | 104 |
|
|
2023
Q3 | – | Sell |
-1,686
| Closed | -$215K | – | 130 |
|
|
2023
Q2 | $215K | Buy |
+1,686
| New | +$215K | 0.15% | 118 |
|