PDS Planning’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 | $660K | Buy |
3,226
+119
| +4% | +$24.4K | 0.05% | 188 |
|
|
2025
Q1 | $530K | Buy |
3,107
+517
| +20% | +$88.2K | 0.04% | 201 |
|
|
2024
Q4 | $471K | Buy |
2,590
+36
| +1% | +$6.55K | 0.04% | 202 |
|
|
2024
Q3 | $436K | Buy |
2,554
+104
| +4% | +$17.8K | 0.04% | 219 |
|
|
2024
Q2 | $415K | Buy |
2,450
+630
| +35% | +$107K | 0.04% | 204 |
|
|
2024
Q1 | $259K | Buy |
1,820
+194
| +12% | +$27.6K | 0.03% | 292 |
|
|
2023
Q4 | $240K | Buy |
+1,626
| New | +$240K | 0.03% | 289 |
|