KFA
Kelleher Financial Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
2,231
+341
| +18% | +$69.8K | 0.16% | 80 |
|
|
2025
Q1 | $323K | Sell |
1,890
-1,971
| -51% | -$336K | 0.13% | 95 |
|
|
2024
Q4 | $703K | Buy |
3,861
+1,897
| +97% | +$345K | 0.27% | 51 |
|
|
2024
Q3 | $671K | Sell |
1,964
-225
| -10% | -$76.9K | 0.26% | 55 |
|
|
2024
Q2 | $742K | Sell |
2,189
-561
| -20% | -$190K | 0.3% | 46 |
|
|
2024
Q1 | $781K | Hold |
2,750
| – | – | 0.32% | 46 |
|
|
2023
Q4 | $811K | Sell |
2,750
-465
| -14% | -$137K | 0.38% | 36 |
|
|
2023
Q3 | $754K | Hold |
3,215
| – | – | 0.39% | 37 |
|
|
2023
Q2 | $821K | Buy |
3,215
+750
| +30% | +$192K | 0.47% | 37 |
|
|
2023
Q1 | $492K | Hold |
2,465
| – | – | 0.33% | 58 |
|
|
2022
Q4 | $344K | Buy |
2,465
+2
| +0.1% | +$279 | 0.26% | 66 |
|
|
2022
Q3 | $403K | Buy |
2,463
+1,643
| +200% | +$269K | 0.29% | 67 |
|
|
2022
Q2 | $405K | Buy |
820
+433
| +112% | +$214K | 0.18% | 85 |
|
|
2022
Q1 | $240K | Buy |
+387
| New | +$240K | 0.13% | 103 |
|