Canopy 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
$449K Buy
2,194
+520
+31% +$106K 0.16% 115
2025
Q1
$286K Buy
1,674
+24
+1% +$4.1K 0.11% 151
2024
Q4
$300K Sell
1,650
-504
-23% -$91.7K 0.11% 142
2024
Q3
$368K Buy
2,154
+18
+0.8% +$3.08K 0.16% 120
2024
Q2
$362K Buy
2,136
+32
+2% +$5.42K 0.17% 115
2024
Q1
$299K Buy
2,104
+44
+2% +$6.25K 0.15% 130
2023
Q4
$304K Buy
+2,060
New +$304K 0.19% 106