Rehmann Capital Advisory Group’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
$513K Sell
2,509
-103
-4% -$21.1K 0.03% 347
2025
Q1
$446K Buy
2,612
+234
+10% +$39.9K 0.03% 385
2024
Q4
$433K Buy
2,378
+74
+3% +$13.5K 0.03% 387
2024
Q3
$394K Buy
2,304
+172
+8% +$29.4K 0.03% 395
2024
Q2
$361K Sell
2,132
-4
-0.2% -$678 0.03% 406
2024
Q1
$303K Sell
2,136
-176
-8% -$25K 0.02% 451
2023
Q4
$341K Buy
2,312
+264
+13% +$39K 0.03% 398
2023
Q3
$240K Sell
2,048
-46
-2% -$5.39K 0.02% 451
2023
Q2
$268K Buy
+2,094
New +$268K 0.02% 451
2019
Q3
Sell
-3,210
Closed -$109K 1987
2019
Q2
$109K Sell
3,210
-936
-23% -$31.8K 0.01% 588
2019
Q1
$168K Sell
4,146
-282
-6% -$11.4K 0.02% 452
2018
Q4
$139K Sell
4,428
-1,002
-18% -$31.5K 0.02% 316
2018
Q3
$204K Sell
5,430
-168
-3% -$6.31K 0.03% 395
2018
Q2
$192K Sell
5,598
-912
-14% -$31.2K 0.03% 385
2018
Q1
$197K Buy
+6,510
New +$197K 0.03% 372