KMG Fiduciary 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 | $7.91M | Buy |
38,650
+879
| +2% | +$180K | 0.59% | 50 |
|
|
2025
Q1 | $6.45M | Buy |
37,771
+5,416
| +17% | +$924K | 0.54% | 54 |
|
|
2024
Q4 | $5.89M | Buy |
32,355
+1,407
| +5% | +$256K | 0.49% | 55 |
|
|
2024
Q3 | $5.29M | Buy |
30,948
+1,376
| +5% | +$235K | 0.46% | 60 |
|
|
2024
Q2 | $5.01M | Buy |
29,572
+13,606
| +85% | +$2.31M | 0.49% | 52 |
|
|
2024
Q1 | $2.27M | Buy |
15,966
+4,078
| +34% | +$579K | 0.24% | 93 |
|
|
2023
Q4 | $1.75M | Buy |
11,888
+434
| +4% | +$64K | 0.2% | 106 |
|
|
2023
Q3 | $1.34M | Buy |
11,454
+746
| +7% | +$87.4K | 0.18% | 123 |
|
|
2023
Q2 | $1.37M | Sell |
10,708
-1,200
| -10% | -$153K | 0.18% | 127 |
|
|
2023
Q1 | $1.19M | Buy |
11,908
+6,400
| +116% | +$639K | 0.17% | 132 |
|
|
2022
Q4 | $384K | Buy |
5,508
+252
| +5% | +$17.6K | 0.06% | 183 |
|
|
2022
Q3 | $430K | Sell |
5,256
-96
| -2% | -$7.85K | 0.08% | 145 |
|
|
2022
Q2 | $441K | Sell |
5,352
-5,718
| -52% | -$471K | 0.08% | 149 |
|
|
2022
Q1 | $1.15M | Sell |
11,070
-9,630
| -47% | -$1,000K | 0.18% | 102 |
|
|
2021
Q4 | $1.92M | Buy |
20,700
+354
| +2% | +$32.9K | 0.3% | 83 |
|
|
2021
Q3 | $1.62M | Buy |
20,346
+17,016
| +511% | +$1.36M | 0.28% | 85 |
|
|
2021
Q2 | $206K | Buy |
+3,330
| New | +$206K | 0.04% | 195 |
|