RFG Advisory’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 | $3.74M | Buy |
18,267
+263
| +1% | +$53.8K | 0.09% | 179 |
|
|
2025
Q1 | $3.07M | Buy |
18,004
+833
| +5% | +$142K | 0.08% | 172 |
|
|
2024
Q4 | $3.12M | Buy |
17,171
+2,711
| +19% | +$493K | 0.09% | 177 |
|
|
2024
Q3 | $2.47M | Sell |
14,460
-6,518
| -31% | -$1.11M | 0.08% | 204 |
|
|
2024
Q2 | $3.56M | Buy |
20,978
+2,038
| +11% | +$345K | 0.12% | 145 |
|
|
2024
Q1 | $2.69M | Buy |
18,940
+3,624
| +24% | +$515K | 0.09% | 179 |
|
|
2023
Q4 | $2.26M | Buy |
15,316
+3,804
| +33% | +$561K | 0.09% | 180 |
|
|
2023
Q3 | $1.35M | Buy |
11,512
+3,722
| +48% | +$436K | 0.06% | 233 |
|
|
2023
Q2 | $995K | Buy |
7,790
+642
| +9% | +$82K | 0.04% | 300 |
|
|
2023
Q1 | $714K | Sell |
7,148
-2,898
| -29% | -$289K | 0.03% | 337 |
|
|
2022
Q4 | $802K | Sell |
10,046
-852
| -8% | -$68K | 0.04% | 310 |
|
|
2022
Q3 | $840K | Buy |
+10,898
| New | +$840K | 0.05% | 288 |
|