Evernest Financial Advisors’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
$327K Buy
+1,598
New +$327K 0.11% 136
2025
Q1
Sell
-2,038
Closed -$371K 167
2024
Q4
$371K Hold
2,038
0.1% 122
2024
Q3
$348K Buy
+2,038
New +$348K 0.09% 119