Lee, Danner & Bass’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 | $2.83M | Buy |
13,844
+625
| +5% | +$128K | 0.22% | 85 |
|
|
2025
Q1 | $2.26M | Buy |
13,219
+350
| +3% | +$59.7K | 0.18% | 96 |
|
|
2024
Q4 | $2.34M | Buy |
12,869
+6,165
| +92% | +$1.12M | 0.19% | 95 |
|
|
2024
Q3 | $1.15M | Buy |
6,704
+1,950
| +41% | +$333K | 0.08% | 130 |
|
|
2024
Q2 | $806K | Buy |
+4,754
| New | +$806K | 0.06% | 144 |
|
|
2023
Q4 | $555K | Buy |
+3,764
| New | +$555K | 0.05% | 155 |
|