Financial Partners Group (Tennessee)’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
$12.7M Buy
62,076
+1,116
+2% +$228K 4.6% 5
2025
Q1
$10.4M Sell
60,960
-2,017
-3% -$344K 4.51% 5
2024
Q4
$11.5M Sell
62,977
-1,869
-3% -$340K 4.76% 5
2024
Q3
$11.1M Sell
64,846
-546
-0.8% -$93.3K 4.16% 5
2024
Q2
$11.1M Buy
65,392
+7,970
+14% +$1.35M 4.3% 3
2024
Q1
$8.16M Sell
57,422
-39,902
-41% -$5.67M 3.16% 12
2023
Q4
$14.3M Hold
97,324
6.49% 1
2023
Q3
$11.4M Hold
97,324
5.47% 1
2023
Q2
$12.4M Hold
97,324
6.26% 1
2023
Q1
$9.72M Buy
97,324
+220
+0.2% +$22K 5.09% 3
2022
Q4
$6.77M Buy
+97,104
New +$6.77M 4% 6