Berger 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 | $1.59M | Buy |
7,752
+38
| +0.5% | +$7.78K | 0.1% | 151 |
|
|
2025
Q1 | $1.32M | Hold |
7,714
| – | – | 0.09% | 160 |
|
|
2024
Q4 | $1.4M | Buy |
7,714
+4,348
| +129% | +$791K | 0.1% | 153 |
|
|
2024
Q3 | $575K | Buy |
3,366
+396
| +13% | +$67.7K | 0.04% | 219 |
|
|
2024
Q2 | $503K | Buy |
2,970
+634
| +27% | +$107K | 0.04% | 211 |
|
|
2024
Q1 | $332K | Buy |
2,336
+88
| +4% | +$12.5K | 0.03% | 263 |
|
|
2023
Q4 | $331K | Buy |
2,248
+16
| +0.7% | +$2.36K | 0.03% | 214 |
|
|
2023
Q3 | $262K | Buy |
2,232
+228
| +11% | +$26.7K | 0.03% | 226 |
|
|
2023
Q2 | $256K | Buy |
+2,004
| New | +$256K | 0.03% | 240 |
|