McGlone Suttner Wealth Management’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
$407K Sell
1,991
-11
-0.5% -$2.25K 0.06% 130
2025
Q1
$342K Sell
2,002
-63
-3% -$10.8K 0.06% 141
2024
Q4
$376K Buy
2,065
+155
+8% +$28.2K 0.06% 121
2024
Q3
$326K Buy
1,910
+14
+0.7% +$2.39K 0.07% 129
2024
Q2
$280K Sell
1,896
-362
-16% -$53.4K 0.06% 123
2024
Q1
$321K Buy
2,258
+362
+19% +$51.4K 0.06% 127
2023
Q4
$280K Buy
+1,896
New +$280K 0.06% 123