Brown Financial 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
$1.73M Buy
8,446
+111
+1% +$22.7K 0.67% 53
2025
Q1
$1.42M Buy
8,335
+1,266
+18% +$216K 0.59% 63
2024
Q4
$1.29M Sell
7,069
-353
-5% -$64.2K 0.52% 60
2024
Q3
$1.27M Sell
7,422
-3,362
-31% -$574K 0.52% 62
2024
Q2
$1.83M Buy
+10,784
New +$1.83M 0.82% 36