Diversify Advisory Services’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 | $18M | Buy |
102,470
+17,112
| +20% | +$3M | 0.69% | 26 |
|
|
2025
Q1 | $15.9M | Sell |
85,358
-5,382
| -6% | -$1M | 1% | 19 |
|
|
2024
Q4 | $15.7M | Sell |
90,740
-5,004
| -5% | -$868K | 0.87% | 21 |
|
|
2024
Q3 | $18M | Sell |
95,744
-7,790
| -8% | -$1.46M | 0.97% | 18 |
|
|
2024
Q2 | $17.4M | Sell |
103,534
-224
| -0.2% | -$37.7K | 0.95% | 20 |
|
|
2024
Q1 | $14.5M | Buy |
+103,758
| New | +$14.5M | 0.85% | 27 |
|