Elm3 Financial 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
$839K Buy
4,101
+1,263
+45% +$258K 0.7% 31
2025
Q1
$484K Sell
2,838
-143
-5% -$24.4K 0.43% 55
2024
Q4
$542K Buy
+2,981
New +$542K 0.46% 48