Capasso Planning 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
$212K Buy
+1,034
New +$212K 0.12% 80
2025
Q1
Sell
-1,130
Closed -$206K 103
2024
Q4
$206K Sell
1,130
-154
-12% -$28K 0.08% 100
2024
Q3
$219K Buy
+1,284
New +$219K 0.06% 141