RFG - Bristol Wealth 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
$796K Sell
3,887
-727
-16% -$149K 0.25% 82
2025
Q1
$787K Sell
4,614
-6,192
-57% -$1.06M 0.26% 75
2024
Q4
$1.97M Buy
+10,806
New +$1.97M 0.65% 34