Everhart 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 | $1.51M | Sell |
7,356
-2
| -0% | -$409 | 0.17% | 80 |
|
|
2025
Q1 | $1.26M | Buy |
7,358
+407
| +6% | +$69.5K | 0.17% | 85 |
|
|
2024
Q4 | $1.26M | Buy |
6,951
+109
| +2% | +$19.8K | 0.26% | 77 |
|
|
2024
Q3 | $1.17M | Buy |
6,842
+1,372
| +25% | +$234K | 0.26% | 77 |
|
|
2024
Q2 | $927K | Buy |
5,470
+604
| +12% | +$102K | 0.24% | 83 |
|
|
2024
Q1 | $691K | Buy |
4,866
+510
| +12% | +$72.5K | 0.2% | 111 |
|
|
2023
Q4 | $642K | Buy |
4,356
+1,674
| +62% | +$247K | 0.23% | 91 |
|
|
2023
Q3 | $314K | Buy |
2,682
+498
| +23% | +$58.4K | 0.13% | 149 |
|
|
2023
Q2 | $279K | Buy |
+2,184
| New | +$279K | 0.12% | 168 |
|
|
2022
Q4 | – | Sell |
-3,738
| Closed | -$306K | – | 217 |
|
|
2022
Q3 | $306K | Buy |
+3,738
| New | +$306K | 0.17% | 126 |
|