Lipe & Dalton’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 | $409K | Hold |
2,000
| – | – | 0.22% | 60 |
|
|
2025
Q1 | $341K | Hold |
2,000
| – | – | 0.19% | 66 |
|
|
2024
Q4 | $364K | Hold |
2,000
| – | – | 0.19% | 64 |
|
|
2024
Q3 | $342K | Hold |
2,000
| – | – | 0.17% | 72 |
|
|
2024
Q2 | $339K | Hold |
2,000
| – | – | 0.18% | 70 |
|
|
2024
Q1 | $284K | Hold |
2,000
| – | – | 0.15% | 74 |
|
|
2023
Q4 | $295K | Hold |
2,000
| – | – | 0.16% | 71 |
|
|
2023
Q3 | $234K | Buy |
2,000
+150
| +8% | +$17.6K | 0.14% | 73 |
|
|
2023
Q2 | $236K | Hold |
1,850
| – | – | 0.13% | 72 |
|
|
2023
Q1 | $185K | Buy |
+1,850
| New | +$185K | 0.11% | 79 |
|