ROI 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 | $5.66M | Buy |
27,653
+718
| +3% | +$147K | 3.6% | 12 |
|
|
2025
Q1 | $4.6M | Buy |
26,935
+298
| +1% | +$50.9K | 3.34% | 12 |
|
|
2024
Q4 | $4.85M | Sell |
26,637
-557
| -2% | -$101K | 3.3% | 12 |
|
|
2024
Q3 | $4.65M | Buy |
27,194
+178
| +0.7% | +$30.4K | 3.21% | 12 |
|
|
2024
Q2 | $4.57M | Buy |
27,016
+504
| +2% | +$85.3K | 3.32% | 10 |
|
|
2024
Q1 | $3.77M | Sell |
26,512
-770
| -3% | -$109K | 2.96% | 12 |
|
|
2023
Q4 | $4.02M | Buy |
+27,282
| New | +$4.02M | 3.33% | 12 |
|