Founders Financial Alliance’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 | $733K | Buy |
3,581
+50
| +1% | +$10.2K | 0.17% | 127 |
|
|
2025
Q1 | $603K | Buy |
3,531
+2,237
| +173% | +$382K | 0.15% | 147 |
|
|
2024
Q4 | $235K | Hold |
1,294
| – | – | 0.06% | 256 |
|
|
2024
Q3 | $221K | Hold |
1,294
| – | – | 0.06% | 268 |
|
|
2024
Q2 | $219K | Buy |
+1,294
| New | +$219K | 0.07% | 253 |
|
|
2024
Q1 | – | Sell |
-2,158
| Closed | -$318K | – | 568 |
|
|
2023
Q4 | $318K | Buy |
2,158
+118
| +6% | +$17.4K | 0.12% | 174 |
|
|
2023
Q3 | $239K | Sell |
2,040
-172
| -8% | -$20.2K | 0.1% | 193 |
|
|
2023
Q2 | $283K | Buy |
2,212
+66
| +3% | +$8.43K | 0.11% | 199 |
|
|
2023
Q1 | $215K | Buy |
+2,146
| New | +$215K | 0.11% | 193 |
|
|
2022
Q4 | – | Sell |
-2,572
| Closed | -$211K | – | 486 |
|
|
2022
Q3 | $211K | Buy |
+2,572
| New | +$211K | 0.11% | 199 |
|
|
2022
Q1 | – | Sell |
-2,658
| Closed | -$247K | – | 466 |
|
|
2021
Q4 | $247K | Buy |
+2,658
| New | +$247K | 0.1% | 214 |
|
|
2020
Q4 | – | Sell |
-1,092
| Closed | -$44K | – | 996 |
|
|
2020
Q3 | $44K | Buy |
+1,092
| New | +$44K | 0.03% | 409 |
|