M3 Advisory Group’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
$363K Buy
1,774
+15
+0.9% +$3.07K 0.25% 76
2025
Q1
$300K Sell
1,759
-9
-0.5% -$1.54K 0.24% 90
2024
Q4
$322K Buy
1,768
+12
+0.7% +$2.18K 0.23% 88
2024
Q3
$300K Buy
1,756
+26
+2% +$4.44K 0.22% 103
2024
Q2
$293K Buy
+1,730
New +$293K 0.24% 100