FRG Family Wealth 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 | $589K | Hold |
2,878
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $491K | Hold |
2,878
| – | – | 0.09% | 105 |
|
|
2024
Q4 | $524K | Sell |
2,878
-12
| -0.4% | -$2.18K | 0.1% | 100 |
|
|
2024
Q3 | $494K | Hold |
2,890
| – | – | 0.09% | 103 |
|
|
2024
Q2 | $436K | Hold |
2,890
| – | – | 0.08% | 108 |
|
|
2024
Q1 | $420K | Hold |
2,890
| – | – | 0.08% | 108 |
|
|
2023
Q4 | $426K | Buy |
+2,890
| New | +$426K | 0.09% | 108 |
|
|
2022
Q4 | – | Sell |
-2,928
| Closed | -$240K | – | 141 |
|
|
2022
Q3 | $240K | Hold |
2,928
| – | – | 0.06% | 127 |
|
|
2022
Q2 | $241K | Hold |
2,928
| – | – | 0.06% | 128 |
|
|
2022
Q1 | $304K | Buy |
+2,928
| New | +$304K | 0.06% | 125 |
|