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Root Financial Partners’s Palo Alto Networks PANW Stock Holding History

Root Financial Partners’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,302
Closed -$237K – 222
2024
Q4 		$237K Hold
1,302
– – 0.03% 183
2024
Q3 		$223K Buy
+1,302
New +$223K 0.04% 141