Resurgent Financial Advisors’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 | $262K | Buy |
+1,279
| New | +$262K | 0.14% | 160 |
|
|
2025
Q1 | – | Sell |
-1,169
| Closed | -$213K | – | 188 |
|
|
2024
Q4 | $213K | Sell |
1,169
-15
| -1% | -$2.73K | 0.13% | 170 |
|
|
2024
Q3 | $202K | Sell |
1,184
-26
| -2% | -$4.44K | 0.12% | 176 |
|
|
2024
Q2 | $205K | Buy |
+1,210
| New | +$205K | 0.13% | 166 |
|
|
2024
Q1 | – | Sell |
-1,424
| Closed | -$210K | – | 392 |
|
|
2023
Q4 | $210K | Buy |
1,424
+632
| +80% | +$93.2K | 0.13% | 161 |
|
|
2023
Q3 | $92.8K | Sell |
792
-24
| -3% | -$2.81K | 0.06% | 233 |
|
|
2023
Q2 | $104K | Buy |
816
+50
| +7% | +$6.39K | 0.07% | 226 |
|
|
2023
Q1 | $76.5K | Sell |
766
-568
| -43% | -$56.7K | 0.05% | 261 |
|
|
2022
Q4 | $93.1K | Sell |
1,334
-3,266
| -71% | -$228K | 0.05% | 312 |
|
|
2022
Q3 | $377K | Buy |
+4,600
| New | +$377K | 0.25% | 109 |
|