Fortis Group 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 | $466K | Buy |
2,682
+4
| +0.1% | +$694 | 0.08% | 159 |
|
|
2025
Q1 | $457K | Sell |
2,678
-128
| -5% | -$21.8K | 0.09% | 142 |
|
|
2024
Q4 | $511K | Buy |
2,806
+22
| +0.8% | +$4K | 0.1% | 129 |
|
|
2024
Q3 | $476K | Sell |
2,784
-1,658
| -37% | -$283K | 0.09% | 129 |
|
|
2024
Q2 | $753K | Sell |
4,442
-270
| -6% | -$45.8K | 0.15% | 96 |
|
|
2024
Q1 | $669K | Buy |
+4,712
| New | +$669K | 0.12% | 113 |
|