McClarren Financial 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 | – | Sell |
-275
| Closed | -$6K | – | 228 |
|
|
2025
Q1 | $6K | Buy |
+275
| New | +$6K | ﹤0.01% | 229 |
|
|
2024
Q4 | – | Sell |
-892
| Closed | -$5 | – | 280 |
|
|
2024
Q3 | $5 | Buy |
892
+214
| +32% | +$1 | ﹤0.01% | 204 |
|
|
2024
Q2 | $4K | Buy |
+678
| New | +$4K | ﹤0.01% | 269 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$1K | – | 429 |
|
|
2023
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 309 |
|
|
2022
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 326 |
|
|
2022
Q2 | – | Sell |
-12
| Closed | -$1K | – | 192 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 269 |
|
|
2021
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 297 |
|
|
2021
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 324 |
|
|
2021
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 333 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 258 |
|
|
2020
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 241 |
|