NFSG
Newbridge Financial Services Group’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
6,596
-45
| -0.7% | -$9.21K | 0.22% | 85 |
|
|
2025
Q1 | $1.13M | Sell |
6,641
-635
| -9% | -$108K | 0.28% | 80 |
|
|
2024
Q4 | $1.32M | Buy |
+7,276
| New | +$1.32M | 0.34% | 65 |
|
|
2024
Q3 | – | Sell |
-3,577
| Closed | -$1.21M | – | 981 |
|
|
2024
Q2 | $1.21M | Sell |
3,577
-995
| -22% | -$337K | 0.45% | 47 |
|
|
2024
Q1 | $1.3M | Buy |
4,572
+1,652
| +57% | +$469K | 0.57% | 35 |
|
|
2023
Q4 | $861K | Buy |
2,920
+158
| +6% | +$46.6K | 0.42% | 44 |
|
|
2023
Q3 | $648K | Buy |
2,762
+852
| +45% | +$200K | 0.33% | 60 |
|
|
2023
Q2 | $488K | Sell |
1,910
-82
| -4% | -$21K | 0.24% | 84 |
|
|
2023
Q1 | $398K | Hold |
1,992
| – | – | 0.21% | 101 |
|
|
2022
Q4 | $278K | Buy |
1,992
+114
| +6% | +$15.9K | 0.16% | 134 |
|
|
2022
Q3 | $308K | Buy |
1,878
+1,272
| +210% | +$209K | 0.18% | 119 |
|
|
2022
Q2 | $299K | Buy |
606
+9
| +2% | +$4.44K | 0.19% | 115 |
|
|
2022
Q1 | $372K | Sell |
597
-44
| -7% | -$27.4K | 0.18% | 114 |
|
|
2021
Q4 | $357K | Buy |
641
+16
| +3% | +$8.91K | 0.17% | 128 |
|
|
2021
Q3 | $299K | Hold |
625
| – | – | 0.19% | 121 |
|
|
2021
Q2 | $232K | Sell |
625
-15
| -2% | -$5.57K | 0.14% | 154 |
|
|
2021
Q1 | $206K | Sell |
640
-10
| -2% | -$3.22K | 0.15% | 155 |
|
|
2020
Q4 | $231K | Hold |
650
| – | – | 0.19% | 115 |
|
|
2020
Q3 | $159K | Buy |
+650
| New | +$159K | 0.16% | 135 |
|