Secured Retirement 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 | $954K | Sell |
4,663
-514
| -10% | -$105K | 0.57% | 75 |
|
|
2025
Q1 | $883K | Sell |
5,177
-7,071
| -58% | -$1.21M | 0.57% | 76 |
|
|
2024
Q4 | $2.23M | Sell |
12,248
-374
| -3% | -$68.1K | 1.28% | 19 |
|
|
2024
Q3 | $2.16M | Buy |
12,622
+424
| +3% | +$72.5K | 1.55% | 20 |
|
|
2024
Q2 | $2.07M | Buy |
12,198
+1,130
| +10% | +$192K | 1.61% | 19 |
|
|
2024
Q1 | $1.57M | Sell |
11,068
-1,604
| -13% | -$228K | 1.33% | 31 |
|
|
2023
Q4 | $1.87M | Buy |
+12,672
| New | +$1.87M | 1.8% | 13 |
|