Holistic Financial Partners’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 | $242K | Buy |
1,183
+6
| +0.5% | +$1.23K | 0.11% | 107 |
|
|
2025
Q1 | $201K | Buy |
1,177
+11
| +0.9% | +$1.88K | 0.1% | 114 |
|
|
2024
Q4 | $212K | Buy |
+1,166
| New | +$212K | 0.11% | 109 |
|
|
2024
Q3 | – | Sell |
-1,430
| Closed | -$242K | – | 127 |
|
|
2024
Q2 | $242K | Buy |
1,430
+10
| +0.7% | +$1.7K | 0.12% | 98 |
|
|
2024
Q1 | $202K | Sell |
1,420
-246
| -15% | -$34.9K | 0.1% | 129 |
|
|
2023
Q4 | $246K | Buy |
+1,666
| New | +$246K | 0.15% | 92 |
|
|
2023
Q3 | – | Sell |
-1,628
| Closed | -$208K | – | 114 |
|
|
2023
Q2 | $208K | Buy |
+1,628
| New | +$208K | 0.14% | 98 |
|