FSM 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
$645K Buy
3,203
+1,279
+66% +$258K 0.1% 128
2025
Q1
$328K Buy
1,924
+704
+58% +$120K 0.07% 146
2024
Q4
$216K Buy
+1,220
New +$216K 0.05% 176