Lauterbach Financial Advisors’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 | $819K | Buy |
4,001
+1
| +0% | +$205 | 0.45% | 30 |
|
|
2025
Q1 | $683K | Hold |
4,000
| – | – | 0.43% | 30 |
|
|
2024
Q4 | $728K | Hold |
4,000
| – | – | 0.44% | 29 |
|
|
2024
Q3 | $684K | Hold |
4,000
| – | – | 0.42% | 30 |
|
|
2024
Q2 | $611K | Hold |
4,000
| – | – | 0.4% | 32 |
|
|
2024
Q1 | $568K | Buy |
+4,000
| New | +$568K | 0.37% | 33 |
|