Beacon Investment Advisory Services’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$35M Sell
2025
Q2
$35.5M Buy
2025
Q1
$18.5M Buy
2024
Q4
$19M Buy
2024
Q3
$17.2M Buy
2024
Q2
$16.9M Buy
2024
Q1
$13.8M Buy
2023
Q4
$1.54M Sell
2023
Q3
$1.3M Sell
2023
Q2
$1.59M Buy
2023
Q1
$1.24M Buy
2022
Q4
$753K Buy
2022
Q3
$367K Buy
2022
Q2
$367K Hold
2022
Q1
$463K Sell
2021
Q4
$414K Buy
2021
Q3
$352K Buy
2021
Q2
$272K Buy