Forum Financial Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $731K | Sell |
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|
2025
Q3 | $817K | Buy |
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|
2025
Q2 | $794K | Buy |
|
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|
2025
Q1 | $593K | Buy |
|
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|
2024
Q4 | $629K | Buy |
|
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $460K | Buy |
|
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $332K | Hold |
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|
2022
Q2 | $333K | Hold |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $375K | Buy |
|