LM 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 | $618K | Buy |
3,021
+764
| +34% | +$156K | 0.08% | 110 |
|
|
2025
Q1 | $385K | Buy |
2,257
+207
| +10% | +$35.3K | 0.07% | 170 |
|
|
2024
Q4 | $373K | Sell |
2,050
-2,100
| -51% | -$382K | 0.07% | 150 |
|
|
2024
Q3 | $709K | Buy |
4,150
+930
| +29% | +$159K | 0.14% | 97 |
|
|
2024
Q2 | $493M | Buy |
+3,220
| New | +$493M | 0.8% | 18 |
|
|
2024
Q1 | – | Sell |
-248
| Closed | -$36.5K | – | 29 |
|
|
2023
Q4 | $36.5K | Buy |
+248
| New | +$36.5K | 0.01% | 370 |
|