Fiduciary Alliance’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 | $682K | Buy |
3,332
+201
| +6% | +$41.1K | 0.05% | 277 |
|
|
2025
Q1 | $534K | Buy |
3,131
+22
| +0.7% | +$3.75K | 0.05% | 244 |
|
|
2024
Q4 | $566K | Sell |
3,109
-55
| -2% | -$10K | 0.06% | 221 |
|
|
2024
Q3 | $541K | Buy |
+3,164
| New | +$541K | 0.07% | 149 |
|
|
2023
Q3 | – | Sell |
-494
| Closed | -$63.1K | – | 695 |
|
|
2023
Q2 | $63.1K | Buy |
+494
| New | +$63.1K | 0.01% | 278 |
|
|
2023
Q1 | – | Sell |
-414
| Closed | -$28.9K | – | 632 |
|
|
2022
Q4 | $28.9K | Buy |
+414
| New | +$28.9K | 0.01% | 273 |
|