Cascade Financial 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 | $232K | Sell |
1,136
-1,322
| -54% | -$271K | 0.03% | 233 |
|
|
2025
Q1 | $419K | Hold |
2,458
| – | – | 0.05% | 168 |
|
|
2024
Q4 | $447K | Sell |
2,458
-48
| -2% | -$8.73K | 0.06% | 149 |
|
|
2024
Q3 | $471K | Buy |
2,506
+22
| +0.9% | +$4.14K | 0.06% | 147 |
|
|
2024
Q2 | $421K | Sell |
2,484
-8
| -0.3% | -$1.36K | 0.06% | 153 |
|
|
2024
Q1 | $348K | Buy |
+2,492
| New | +$348K | 0.05% | 166 |
|