LGT 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 | $11.3K | Buy |
+55
| New | +$11.3K | 0.03% | 200 |
|
|
2024
Q3 | – | Sell |
-36
| Closed | -$6.1K | – | 768 |
|
|
2024
Q2 | $6.1K | Hold |
36
| – | – | 0.01% | 559 |
|
|
2024
Q1 | $5.11K | Hold |
36
| – | – | 0.01% | 624 |
|
|
2023
Q4 | $5.31K | Hold |
36
| – | – | 0.01% | 618 |
|
|
2023
Q3 | $4.22K | Buy |
+36
| New | +$4.22K | 0.01% | 660 |
|