Frisch Financial Group’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 | $288K | Sell |
1,406
-116
| -8% | -$23.8K | 0.07% | 109 |
|
|
2025
Q1 | $260K | Buy |
1,522
+16
| +1% | +$2.73K | 0.07% | 107 |
|
|
2024
Q4 | $274K | Buy |
1,506
+100
| +7% | +$18.2K | 0.08% | 104 |
|
|
2024
Q3 | $240K | Hold |
1,406
| – | – | 0.07% | 116 |
|
|
2024
Q2 | $238K | Hold |
1,406
| – | – | 0.07% | 115 |
|
|
2024
Q1 | $200K | Sell |
1,406
-150
| -10% | -$21.3K | 0.07% | 129 |
|
|
2023
Q4 | $229K | Buy |
+1,556
| New | +$229K | 0.09% | 111 |
|