LFS
Legacy Financial Strategies’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
2,217
+129
| +6% | +$26.4K | 0.09% | 82 |
|
|
2025
Q1 | $356K | Sell |
2,088
-1,456
| -41% | -$248K | 0.08% | 81 |
|
|
2024
Q4 | $641K | Buy |
3,544
+2,479
| +233% | +$448K | 0.14% | 65 |
|
|
2024
Q3 | $364K | Buy |
1,065
+396
| +59% | +$135K | 0.08% | 79 |
|
|
2024
Q2 | $228K | Buy |
+669
| New | +$228K | 0.05% | 89 |
|