Greystone 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 | $2M | Buy |
9,789
+127
| +1% | +$26K | 0.33% | 49 |
|
|
2025
Q1 | $1.65M | Buy |
9,662
+508
| +6% | +$86.7K | 0.3% | 58 |
|
|
2024
Q4 | $1.67M | Sell |
9,154
-86
| -0.9% | -$15.6K | 0.29% | 57 |
|
|
2024
Q3 | $1.58M | Sell |
9,240
-242
| -3% | -$41.4K | 0.28% | 57 |
|
|
2024
Q2 | $1.61M | Buy |
9,482
+2,090
| +28% | +$354K | 0.31% | 52 |
|
|
2024
Q1 | $1.05M | Buy |
7,392
+2,102
| +40% | +$299K | 0.21% | 57 |
|
|
2023
Q4 | $780K | Buy |
+5,290
| New | +$780K | 0.18% | 65 |
|