Patten & Patten’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
-1,464
Closed -$250K 331
2025
Q1
$250K Buy
1,464
+38
+3% +$6.48K 0.02% 284
2024
Q4
$259K Buy
1,426
+254
+22% +$46.2K 0.02% 277
2024
Q3
$200K Buy
+1,172
New +$200K 0.01% 311