Larson 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 | $589K | Sell |
2,878
-113
| -4% | -$23.1K | 0.02% | 385 |
|
|
2025
Q1 | $510K | Buy |
2,991
+239
| +9% | +$40.8K | 0.02% | 399 |
|
|
2024
Q4 | $501K | Buy |
2,752
+1,056
| +62% | +$192K | 0.03% | 354 |
|
|
2024
Q3 | $290K | Sell |
1,696
-1,124
| -40% | -$192K | 0.02% | 475 |
|
|
2024
Q2 | $478K | Buy |
2,820
+1,674
| +146% | +$284K | 0.03% | 278 |
|
|
2024
Q1 | $163K | Buy |
1,146
+1,004
| +707% | +$143K | 0.01% | 452 |
|
|
2023
Q4 | $20.9K | Sell |
142
-260
| -65% | -$38.3K | ﹤0.01% | 841 |
|
|
2023
Q3 | $47.1K | Sell |
402
-54
| -12% | -$6.33K | ﹤0.01% | 628 |
|
|
2023
Q2 | $58.3K | Hold |
456
| – | – | 0.01% | 521 |
|
|
2023
Q1 | $45.5K | Sell |
456
-126
| -22% | -$12.6K | ﹤0.01% | 574 |
|
|
2022
Q4 | $40.6K | Buy |
582
+126
| +28% | +$8.79K | ﹤0.01% | 560 |
|
|
2022
Q3 | $37K | Hold |
456
| – | – | 0.01% | 521 |
|
|
2022
Q2 | $38K | Hold |
456
| – | – | 0.01% | 423 |
|
|
2022
Q1 | $47K | Buy |
456
+228
| +100% | +$23.5K | 0.01% | 391 |
|
|
2021
Q4 | $21K | Hold |
228
| – | – | ﹤0.01% | 531 |
|
|
2021
Q3 | $18K | Hold |
228
| – | – | ﹤0.01% | 492 |
|
|
2021
Q2 | $14K | Hold |
228
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $12K | Hold |
228
| – | – | ﹤0.01% | 506 |
|
|
2020
Q4 | $14K | Hold |
228
| – | – | ﹤0.01% | 441 |
|
|
2020
Q3 | $9K | Buy |
+228
| New | +$9K | ﹤0.01% | 453 |
|
|
2019
Q3 | – | Sell |
-120
| Closed | -$4K | – | 604 |
|
|
2019
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 335 |
|
|
2019
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 299 |
|
|
2018
Q4 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 303 |
|