First Dallas Securities’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
$524K Sell
2,560
-600
-19% -$123K 0.21% 78
2025
Q1
$539K Sell
3,160
-1,100
-26% -$188K 0.23% 74
2024
Q4
$775K Hold
4,260
0.32% 61
2024
Q3
$728K Buy
4,260
+60
+1% +$10.3K 0.3% 61
2024
Q2
$712K Buy
4,200
+200
+5% +$33.9K 0.31% 60
2024
Q1
$568K Buy
4,000
+1,600
+67% +$227K 0.26% 80
2023
Q4
$354K Sell
2,400
-154
-6% -$22.7K 0.18% 96
2023
Q3
$299K Buy
+2,554
New +$299K 0.07% 126