Center for Financial Planning’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$60.2K Hold
2025
Q1
$50.2K Sell
2024
Q4
$54.8K Buy
2024
Q3
$50.2K Hold
2024
Q2
$49.8K Hold
2024
Q1
$41.8K Hold
2023
Q4
$43.3K Hold
2023
Q3
$34.5K Hold
2023
Q2
$37.6K Hold
2023
Q1
$29.4K Hold
2022
Q4
$20.5K Hold
2022
Q3
$24K Hold
2022
Q2
$24K Buy
2020
Q2
Sell
2020
Q1
$1K Buy