Beese Fulmer Investment Management’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
$345K Buy
1,686
+360
+27% +$73.7K 0.03% 223
2025
Q1
$226K Buy
+1,326
New +$226K 0.02% 225
2024
Q3
Sell
-1,278
Closed -$217K 235
2024
Q2
$217K Buy
+1,278
New +$217K 0.02% 209