Catalyst 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
$434K Sell
2,121
-631
-23% -$129K 0.05% 182
2025
Q1
$470K Buy
2,752
+679
+33% +$116K 0.09% 159
2024
Q4
$377K Buy
2,073
+277
+15% +$50.4K 0.07% 171
2024
Q3
$307K Buy
1,796
+100
+6% +$17.1K 0.06% 197
2024
Q2
$287K Buy
+1,696
New +$287K 0.06% 192