First Affirmative Financial Network’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
Q1 | $594K | Sell |
3,479
-48
| -1% | -$8.19K | 0.36% | 73 |
|
|
2024
Q4 | $642K | Sell |
3,527
-139
| -4% | -$25.3K | 0.37% | 65 |
|
|
2024
Q3 | $626K | Sell |
3,666
-64
| -2% | -$10.9K | 0.34% | 74 |
|
|
2024
Q2 | $632K | Sell |
3,730
-184
| -5% | -$31.2K | 0.44% | 49 |
|
|
2024
Q1 | $556K | Sell |
3,914
-1,196
| -23% | -$170K | 0.41% | 61 |
|
|
2023
Q4 | $754K | Buy |
5,110
+98
| +2% | +$14.5K | 0.6% | 33 |
|
|
2023
Q3 | $588K | Buy |
5,012
+152
| +3% | +$17.8K | 0.57% | 35 |
|
|
2023
Q2 | $621K | Sell |
4,860
-42
| -0.9% | -$5.37K | 0.62% | 35 |
|
|
2023
Q1 | $490K | Sell |
4,902
-504
| -9% | -$50.3K | 0.57% | 44 |
|
|
2022
Q4 | $377K | Buy |
5,406
+900
| +20% | +$62.8K | 0.46% | 65 |
|
|
2022
Q3 | $369K | Buy |
4,506
+756
| +20% | +$61.9K | 0.47% | 57 |
|
|
2022
Q2 | $309K | Buy |
3,750
+288
| +8% | +$23.7K | 0.35% | 83 |
|
|
2022
Q1 | $359K | Buy |
3,462
+216
| +7% | +$22.4K | 0.34% | 83 |
|
|
2021
Q4 | $301K | Buy |
3,246
+402
| +14% | +$37.3K | 0.27% | 108 |
|
|
2021
Q3 | $227K | Buy |
+2,844
| New | +$227K | 0.23% | 135 |
|