CWP
CFM Wealth Partners’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
69,414
+324
| +0.5% | +$66.3K | 2.26% | 9 |
|
|
2025
Q1 | $11.8M | Buy |
69,090
+115
| +0.2% | +$19.6K | 2.08% | 12 |
|
|
2024
Q4 | $12.6M | Buy |
68,975
+34,930
| +103% | +$6.36M | 2.12% | 10 |
|
|
2024
Q3 | $11.6M | Buy |
34,045
+1,308
| +4% | +$447K | 2.03% | 8 |
|
|
2024
Q2 | $11.1M | Buy |
32,737
+341
| +1% | +$116K | 2.04% | 7 |
|
|
2024
Q1 | $9.2M | Buy |
32,396
+5,038
| +18% | +$1.43M | 1.85% | 10 |
|
|
2023
Q4 | $8.07M | Sell |
27,358
-130
| -0.5% | -$38.3K | 1.82% | 10 |
|
|
2023
Q3 | $6.44M | Sell |
27,488
-153
| -0.6% | -$35.9K | 1.69% | 11 |
|
|
2023
Q2 | $7.06M | Hold |
27,641
| – | – | 1.71% | 11 |
|
|
2023
Q1 | $5.52M | Sell |
27,641
-58
| -0.2% | -$11.6K | 1.49% | 11 |
|
|
2022
Q4 | $3.87M | Sell |
27,699
-117
| -0.4% | -$16.3K | 1.16% | 18 |
|
|
2022
Q3 | $4.56M | Buy |
27,816
+18,535
| +200% | +$3.04M | 1.46% | 15 |
|
|
2022
Q2 | $4.58M | Sell |
9,281
-15
| -0.2% | -$7.41K | 1.38% | 14 |
|
|
2022
Q1 | $5.79M | Hold |
9,296
| – | – | 1.39% | 15 |
|
|
2021
Q4 | $5.06M | Sell |
9,296
-147
| -2% | -$80K | 1.13% | 21 |
|
|
2021
Q3 | $4.52M | Buy |
9,443
+5
| +0.1% | +$2.4K | 1.14% | 21 |
|
|
2021
Q2 | $3.5M | Hold |
9,438
| – | – | 0.93% | 27 |
|
|
2021
Q1 | $3.04M | Hold |
9,438
| – | – | 0.92% | 28 |
|
|
2020
Q4 | $3.35M | Sell |
9,438
-525
| -5% | -$187K | 1.07% | 25 |
|
|
2020
Q3 | $2.44M | Hold |
9,963
| – | – | 0.89% | 33 |
|
|
2020
Q2 | $2.29M | Sell |
9,963
-19
| -0.2% | -$4.36K | 0.87% | 30 |
|
|
2020
Q1 | $1.64M | Sell |
9,982
-1,431
| -13% | -$235K | 0.76% | 35 |
|
|
2019
Q4 | $2.78M | Buy |
+11,413
| New | +$2.78M | 1.02% | 24 |
|