Richardson Financial Services’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 | $530K | Buy |
2,683
+65
| +2% | +$12.8K | 0.36% | 81 |
|
|
2025
Q1 | $447K | Buy |
2,618
+20
| +0.8% | +$3.41K | 0.34% | 88 |
|
|
2024
Q4 | $478K | Buy |
2,598
+10
| +0.4% | +$1.84K | 0.34% | 82 |
|
|
2024
Q3 | $439K | Buy |
2,588
+8
| +0.3% | +$1.36K | 0.28% | 89 |
|
|
2024
Q2 | $437K | Sell |
2,580
-426
| -14% | -$72.2K | 0.31% | 85 |
|
|
2024
Q1 | $428K | Buy |
3,006
+486
| +19% | +$69.1K | 0.3% | 92 |
|
|
2023
Q4 | $372K | Buy |
+2,520
| New | +$372K | 0.33% | 90 |
|