CFM Wealth Partners’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 | $14.2M | Buy |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $12.6M | Buy |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $9.2M | Buy |
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|
2023
Q4 | $8.07M | Sell |
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|
2023
Q3 | $6.44M | Sell |
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|
2023
Q2 | $7.06M | Hold |
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|
2023
Q1 | $5.52M | Sell |
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $4.56M | Sell |
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|
2022
Q2 | $4.58M | Sell |
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|
2022
Q1 | $5.79M | Hold |
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|
2021
Q4 | $5.06M | Sell |
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|
2021
Q3 | $4.52M | Buy |
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|
2021
Q2 | $3.5M | Hold |
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|
2021
Q1 | $3.04M | Hold |
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|
2020
Q4 | $3.35M | Sell |
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|
2020
Q3 | $2.44M | Hold |
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|
2020
Q2 | $2.29M | Sell |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $2.78M | Buy |
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