Burr Financial Services’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
$8.85M Sell
43,231
-9,061
-17% -$1.85M 7.44% 6
2025
Q1
$8.92M Sell
52,292
-142
-0.3% -$24.2K 7% 5
2024
Q4
$9.54M Buy
52,434
+2,140
+4% +$389K 6.44% 6
2024
Q3
$8.6M Sell
50,294
-564
-1% -$96.4K 6.09% 5
2024
Q2
$8.62M Sell
50,858
-2,524
-5% -$428K 6.02% 5
2024
Q1
$8.15M Buy
53,382
+1,126
+2% +$172K 6.36% 6
2023
Q4
$8.46M Buy
+52,256
New +$8.46M 6.47% 6