Fiducient 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 | $544K | Buy |
2,658
+158
| +6% | +$32.3K | 0.07% | 92 |
|
|
2025
Q1 | $427K | Sell |
2,500
-64
| -2% | -$10.9K | 0.05% | 101 |
|
|
2024
Q4 | $467K | Buy |
2,564
+40
| +2% | +$7.28K | 0.06% | 97 |
|
|
2024
Q3 | $431K | Sell |
2,524
-12
| -0.5% | -$2.05K | 0.05% | 95 |
|
|
2024
Q2 | $430K | Sell |
2,536
-11,644
| -82% | -$1.97M | 0.06% | 90 |
|
|
2024
Q1 | $2.01M | Buy |
14,180
+2,412
| +20% | +$343K | 0.4% | 31 |
|
|
2023
Q4 | $1.74M | Sell |
11,768
-252
| -2% | -$37.2K | 0.33% | 29 |
|
|
2023
Q3 | $1.41M | Buy |
+12,020
| New | +$1.41M | 0.08% | 36 |
|