NFP Retirement Inc’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
$558K Buy
2,726
+10
+0.4% +$2.05K 0.04% 186
2025
Q1
$463K Buy
2,716
+14
+0.5% +$2.39K 0.04% 188
2024
Q4
$492K Hold
2,702
0.04% 190
2024
Q3
$462K Hold
2,702
0.04% 191
2024
Q2
$458K Hold
2,702
0.04% 189
2024
Q1
$384K Buy
2,702
+256
+10% +$36.4K 0.03% 203
2023
Q4
$361K Buy
2,446
+66
+3% +$9.73K 0.06% 173
2023
Q3
$279K Buy
2,380
+142
+6% +$16.6K 0.05% 188
2023
Q2
$286K Hold
2,238
0.05% 187
2023
Q1
$224K Buy
+2,238
New +$224K 0.04% 217
2022
Q2
Sell
-2,538
Closed -$263K 243
2022
Q1
$263K Buy
+2,538
New +$263K 0.06% 188