Mather 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
$1.45M Buy
7,107
+802
+13% +$164K 0.02% 229
2025
Q1
$1.08M Buy
6,305
+1,037
+20% +$177K 0.01% 247
2024
Q4
$958K Buy
5,268
+626
+13% +$114K 0.01% 250
2024
Q3
$793K Sell
4,642
-176
-4% -$30.1K 0.01% 274
2024
Q2
$684K Buy
4,818
+1,294
+37% +$184K 0.01% 348
2024
Q1
$519K Buy
3,524
+6
+0.2% +$884 0.01% 334
2023
Q4
$519K Buy
3,518
+162
+5% +$23.9K 0.01% 346
2023
Q3
$394K Buy
3,356
+138
+4% +$16.2K 0.01% 380
2023
Q2
$411K Buy
3,218
+776
+32% +$99.1K 0.01% 389
2023
Q1
$244K Buy
+2,442
New +$244K ﹤0.01% 442
2022
Q2
Sell
-2,448
Closed -$254K 448
2022
Q1
$254K Buy
2,448
+6
+0.2% +$623 0.01% 378
2021
Q4
$227K Buy
+2,442
New +$227K ﹤0.01% 355