Lifestyle Asset Management’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
Sell
-5,808
Closed -$991K 140
2025
Q1
$991K Buy
5,808
+296
+5% +$50.5K 0.54% 37
2024
Q4
$1M Buy
+5,512
New +$1M 0.55% 43
2024
Q1
Sell
-8,232
Closed -$1.21M 113
2023
Q4
$1.21M Buy
+8,232
New +$1.21M 0.67% 30