Center for Financial Planning’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 | $60.2K | Hold |
294
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $50.2K | Sell |
294
-7
| -2% | -$1.19K | 0.01% | 275 |
|
|
2024
Q4 | $54.8K | Buy |
301
+7
| +2% | +$1.27K | 0.01% | 254 |
|
|
2024
Q3 | $50.2K | Hold |
294
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $49.8K | Hold |
294
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $41.8K | Hold |
294
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $43.3K | Hold |
294
| – | – | 0.01% | 236 |
|
|
2023
Q3 | $34.5K | Hold |
294
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $37.6K | Hold |
294
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $29.4K | Hold |
294
| – | – | 0.01% | 268 |
|
|
2022
Q4 | $20.5K | Hold |
294
| – | – | 0.01% | 289 |
|
|
2022
Q3 | $24K | Hold |
294
| – | – | 0.01% | 282 |
|
|
2022
Q2 | $24K | Buy |
+294
| New | +$24K | 0.01% | 285 |
|
|
2020
Q2 | – | Sell |
-48
| Closed | -$1K | – | 533 |
|
|
2020
Q1 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 541 |
|