Cornerstone Planning Group’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
$135K Sell
799
-73
-8% -$12.3K 0.03% 112
2025
Q1
$147K Buy
872
+493
+130% +$83K 0.04% 108
2024
Q4
$71.7K Sell
379
-31
-8% -$5.87K 0.02% 145
2024
Q3
$74.9K Sell
410
-30
-7% -$5.48K 0.02% 136
2024
Q2
$64.7K Sell
440
-74
-14% -$10.9K 0.02% 169
2024
Q1
$76.1K Sell
514
-144
-22% -$21.3K 0.02% 130
2023
Q4
$97K Buy
658
+76
+13% +$11.2K 0.03% 124
2023
Q3
$68.2K Sell
582
-28
-5% -$3.28K 0.03% 146
2023
Q2
$77.9K Buy
+610
New +$77.9K 0.03% 161
2022
Q4
$38.6K Buy
+548
New +$38.6K 0.02% 306