Burling Wealth Partners’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
$309K Sell
1,508
-534
-26% -$109K 0.06% 150
2025
Q1
$348K Hold
2,042
0.07% 137
2024
Q4
$372K Buy
+2,042
New +$372K 0.08% 133