Plancorp LLC’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 | $782K | Buy |
3,819
+500
| +15% | +$102K | 0.03% | 175 |
|
|
2025
Q1 | $566K | Buy |
3,319
+1,279
| +63% | +$218K | 0.02% | 191 |
|
|
2024
Q4 | $371K | Buy |
2,040
+22
| +1% | +$4K | 0.02% | 224 |
|
|
2024
Q3 | $345K | Buy |
2,018
+74
| +4% | +$12.6K | 0.01% | 227 |
|
|
2024
Q2 | $330K | Buy |
1,944
+52
| +3% | +$8.82K | 0.01% | 218 |
|
|
2024
Q1 | $269K | Buy |
1,892
+40
| +2% | +$5.68K | 0.01% | 252 |
|
|
2023
Q4 | $273K | Buy |
1,852
+118
| +7% | +$17.4K | 0.01% | 226 |
|
|
2023
Q3 | $203K | Buy |
+1,734
| New | +$203K | 0.01% | 250 |
|