Bleakley 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
$3.46M Buy
16,929
+2,452
+17% +$502K 0.09% 195
2025
Q1
$2.47M Buy
14,477
+1,107
+8% +$189K 0.08% 213
2024
Q4
$2.43M Buy
13,370
+574
+4% +$104K 0.07% 224
2024
Q3
$2.19M Buy
12,796
+530
+4% +$90.6K 0.07% 239
2024
Q2
$2.08M Buy
12,266
+660
+6% +$112K 0.06% 278
2024
Q1
$1.65M Buy
11,606
+966
+9% +$137K 0.05% 324
2023
Q4
$1.57M Sell
10,640
-12
-0.1% -$1.77K 0.05% 319
2023
Q3
$1.25M Sell
10,652
-854
-7% -$100K 0.04% 345
2023
Q2
$1.47M Buy
11,506
+940
+9% +$120K 0.05% 326
2023
Q1
$1.06M Buy
10,566
+856
+9% +$85.5K 0.04% 373
2022
Q4
$677K Buy
+9,710
New +$677K 0.02% 463