Mark Sheptoff Financial Planning’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 | $61.4K | Hold |
300
| – | – | 0.03% | 169 |
|
|
2025
Q1 | $51.2K | Hold |
300
| – | – | 0.03% | 167 |
|
|
2024
Q4 | $54.6K | Hold |
300
| – | – | 0.03% | 169 |
|
|
2024
Q3 | $51.3K | Hold |
300
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $50.9K | Hold |
300
| – | – | 0.03% | 177 |
|
|
2024
Q1 | $42.6K | Hold |
300
| – | – | 0.02% | 183 |
|
|
2023
Q4 | $44.2K | Hold |
300
| – | – | 0.03% | 172 |
|
|
2023
Q3 | $35.2K | Hold |
300
| – | – | 0.02% | 172 |
|
|
2023
Q2 | $38.3K | Hold |
300
| – | – | 0.02% | 181 |
|
|
2023
Q1 | $30K | Hold |
300
| – | – | 0.02% | 188 |
|
|
2022
Q4 | $20.9K | Hold |
300
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $25K | Sell |
300
-600
| -67% | -$50K | 0.02% | 185 |
|
|
2022
Q2 | $74K | Buy |
900
+102
| +13% | +$8.39K | 0.04% | 131 |
|
|
2022
Q1 | $83K | Hold |
798
| – | – | 0.04% | 143 |
|
|
2021
Q4 | $74K | Hold |
798
| – | – | 0.04% | 152 |
|
|
2021
Q3 | $64K | Hold |
798
| – | – | 0.04% | 159 |
|
|
2021
Q2 | $49K | Hold |
798
| – | – | 0.03% | 187 |
|
|
2021
Q1 | $43K | Hold |
798
| – | – | 0.02% | 177 |
|
|
2020
Q4 | $47K | Buy |
798
+600
| +303% | +$35.3K | 0.03% | 163 |
|
|
2020
Q3 | $8K | Hold |
198
| – | – | ﹤0.01% | 246 |
|
|
2020
Q2 | $8K | Hold |
198
| – | – | 0.01% | 270 |
|
|
2020
Q1 | $5K | Hold |
198
| – | – | ﹤0.01% | 272 |
|
|
2019
Q4 | $8K | Hold |
198
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $7K | Buy |
+198
| New | +$7K | ﹤0.01% | 290 |
|