CFM
Comprehensive Financial Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Hold |
18,804
| – | – | 0.11% | 21 |
|
|
2025
Q1 | $3.21M | Hold |
18,804
| – | – | 0.1% | 17 |
|
|
2024
Q4 | $3.42M | Buy |
18,804
+9,402
| +100% | +$1.71M | 0.09% | 18 |
|
|
2024
Q3 | $3.21M | Hold |
9,402
| – | – | 0.09% | 21 |
|
|
2024
Q2 | $3.19M | Hold |
9,402
| – | – | 0.11% | 18 |
|
|
2024
Q1 | $2.67M | Hold |
9,402
| – | – | 0.09% | 19 |
|
|
2023
Q4 | $2.77M | Hold |
9,402
| – | – | 0.1% | 17 |
|
|
2023
Q3 | $2.2M | Hold |
9,402
| – | – | 0.08% | 22 |
|
|
2023
Q2 | $2.4M | Hold |
9,402
| – | – | 0.08% | 24 |
|
|
2023
Q1 | $1.88M | Hold |
9,402
| – | – | 0.06% | 27 |
|
|
2022
Q4 | $1.31M | Hold |
9,402
| – | – | 0.04% | 29 |
|
|
2022
Q3 | $1.54M | Buy |
9,402
+7,367
| +362% | +$1.21M | 0.04% | 30 |
|
|
2022
Q2 | $1.01M | Hold |
2,035
| – | – | 0.03% | 34 |
|
|
2022
Q1 | $1.27M | Hold |
2,035
| – | – | 0.02% | 38 |
|
|
2021
Q4 | $1.13M | Sell |
2,035
-2,500
| -55% | -$1.39M | 0.01% | 38 |
|
|
2021
Q3 | $2.17M | Hold |
4,535
| – | – | 0.02% | 29 |
|
|
2021
Q2 | $1.68M | Hold |
4,535
| – | – | 0.01% | 30 |
|
|
2021
Q1 | $1.46M | Buy |
+4,535
| New | +$1.46M | 0.01% | 24 |
|