RMR Wealth Builders’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Sell |
4,175
-71
| -2% | -$14.5K | 0.08% | 129 |
|
|
2025
Q1 | $725K | Buy |
4,246
+78
| +2% | +$13.3K | 0.08% | 127 |
|
|
2024
Q4 | $758K | Sell |
4,168
-56
| -1% | -$10.2K | 0.08% | 126 |
|
|
2024
Q3 | $722K | Buy |
4,224
+262
| +7% | +$44.8K | 0.08% | 123 |
|
|
2024
Q2 | $672K | Sell |
3,962
-1,280
| -24% | -$217K | 0.08% | 128 |
|
|
2024
Q1 | $745K | Buy |
5,242
+818
| +18% | +$116K | 0.09% | 117 |
|
|
2023
Q4 | $652K | Buy |
4,424
+268
| +6% | +$39.5K | 0.09% | 118 |
|
|
2023
Q3 | $487K | Buy |
4,156
+70
| +2% | +$8.21K | 0.08% | 140 |
|
|
2023
Q2 | $522K | Buy |
4,086
+28
| +0.7% | +$3.58K | 0.09% | 109 |
|
|
2023
Q1 | $405K | Buy |
4,058
+224
| +6% | +$22.4K | 0.08% | 128 |
|
|
2022
Q4 | $267K | Buy |
3,834
+54
| +1% | +$3.77K | 0.06% | 154 |
|
|
2022
Q3 | $310K | Sell |
3,780
-408
| -10% | -$33.5K | 0.08% | 133 |
|
|
2022
Q2 | $345K | Sell |
4,188
-6
| -0.1% | -$494 | 0.09% | 133 |
|
|
2022
Q1 | $435K | Buy |
+4,194
| New | +$435K | 0.09% | 129 |
|
|
2021
Q4 | – | Sell |
-4,182
| Closed | -$334K | – | 186 |
|
|
2021
Q3 | $334K | Sell |
4,182
-150
| -3% | -$12K | 0.1% | 129 |
|
|
2021
Q2 | $268K | Buy |
4,332
+252
| +6% | +$15.6K | 0.09% | 146 |
|
|
2021
Q1 | $219K | Hold |
4,080
| – | – | 0.06% | 179 |
|
|
2020
Q4 | $242K | Buy |
+4,080
| New | +$242K | 0.12% | 135 |
|
|
2020
Q3 | – | Sell |
-4,080
| Closed | -$156K | – | 394 |
|
|
2020
Q2 | $156K | Buy |
+4,080
| New | +$156K | 0.14% | 131 |
|
|
2019
Q4 | $186K | Buy |
+4,818
| New | +$186K | 0.18% | 118 |
|