LFA
Legacy 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 | $512K | Buy |
2,503
+91
| +4% | +$18.6K | 0.08% | 202 |
|
|
2025
Q1 | $412K | Buy |
2,412
+318
| +15% | +$54.3K | 0.07% | 229 |
|
|
2024
Q4 | $381K | Buy |
2,094
+1,081
| +107% | +$12.4K | 0.06% | 238 |
|
|
2024
Q3 | $346K | Buy |
1,013
+285
| +39% | +$97.4K | 0.06% | 252 |
|
|
2024
Q2 | $247K | Buy |
728
+5
| +0.7% | +$1.7K | 0.04% | 289 |
|
|
2024
Q1 | $205K | Buy |
+723
| New | +$205K | 0.04% | 306 |
|
|
2019
Q2 | – | Sell |
-88
| Closed | -$21K | – | 675 |
|
|
2019
Q1 | $21K | Buy |
88
+36
| +69% | +$8.59K | 0.01% | 447 |
|
|
2018
Q4 | $10K | Hold |
52
| – | – | ﹤0.01% | 564 |
|
|
2018
Q3 | $11K | Hold |
52
| – | – | ﹤0.01% | 497 |
|
|
2018
Q2 | $11K | Hold |
52
| – | – | ﹤0.01% | 501 |
|
|
2018
Q1 | $9K | Hold |
52
| – | – | ﹤0.01% | 506 |
|
|
2017
Q4 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 575 |
|