Capstone 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 | $268K | Buy |
1,311
+30
| +2% | +$6.14K | 0.02% | 131 |
|
|
2025
Q1 | $219K | Sell |
1,281
-101
| -7% | -$17.2K | 0.01% | 135 |
|
|
2024
Q4 | $251K | Buy |
1,382
+10
| +0.7% | +$1.82K | 0.02% | 124 |
|
|
2024
Q3 | $234K | Buy |
1,372
+6
| +0.4% | +$1.03K | 0.01% | 127 |
|
|
2024
Q2 | $232K | Buy |
+1,366
| New | +$232K | 0.02% | 130 |
|
|
2024
Q1 | – | Sell |
-1,454
| Closed | -$214K | – | 155 |
|
|
2023
Q4 | $214K | Buy |
+1,454
| New | +$214K | 0.02% | 131 |
|