LifePlan Financial’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 | $1.32M | Sell |
6,452
-407
| -6% | -$83.3K | 1.09% | 26 |
|
|
2025
Q1 | $1.17M | Sell |
6,859
-477
| -7% | -$81.4K | 1.02% | 26 |
|
|
2024
Q4 | $1.33M | Sell |
7,336
-144
| -2% | -$26.2K | 1.18% | 24 |
|
|
2024
Q3 | $1.28M | Buy |
7,480
+2,320
| +45% | +$396K | 1.1% | 26 |
|
|
2024
Q2 | $875K | Sell |
5,160
-288
| -5% | -$48.8K | 0.81% | 37 |
|
|
2024
Q1 | $774K | Sell |
5,448
-388
| -7% | -$55.1K | 0.71% | 46 |
|
|
2023
Q4 | $860K | Buy |
+5,836
| New | +$860K | 0.86% | 37 |
|