Forum Financial Management’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 | $794K | Buy |
3,879
+403
| +12% | +$82.5K | 0.01% | 256 |
|
|
2025
Q1 | $593K | Buy |
3,476
+20
| +0.6% | +$3.41K | 0.01% | 317 |
|
|
2024
Q4 | $629K | Buy |
3,456
+64
| +2% | +$11.6K | 0.01% | 310 |
|
|
2024
Q3 | $580K | Sell |
3,392
-104
| -3% | -$17.8K | 0.01% | 286 |
|
|
2024
Q2 | $593K | Buy |
3,496
+316
| +10% | +$53.6K | 0.01% | 261 |
|
|
2024
Q1 | $452K | Buy |
3,180
+60
| +2% | +$8.52K | 0.01% | 357 |
|
|
2023
Q4 | $460K | Buy |
3,120
+200
| +7% | +$29.5K | 0.01% | 309 |
|
|
2023
Q3 | $342K | Hold |
2,920
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $373K | Sell |
2,920
-150
| -5% | -$19.2K | 0.01% | 371 |
|
|
2023
Q1 | $307K | Buy |
+3,070
| New | +$307K | 0.01% | 396 |
|
|
2022
Q4 | – | Sell |
-4,050
| Closed | -$332K | – | 601 |
|
|
2022
Q3 | $332K | Hold |
4,050
| – | – | 0.02% | 315 |
|
|
2022
Q2 | $333K | Hold |
4,050
| – | – | 0.02% | 324 |
|
|
2022
Q1 | $420K | Buy |
4,050
+6
| +0.1% | +$622 | 0.02% | 283 |
|
|
2021
Q4 | $375K | Buy |
+4,044
| New | +$375K | 0.02% | 327 |
|