Semus Wealth Partners’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
$576K Sell
2,814
-1,020
-27% -$209K 0.37% 49
2025
Q1
$654K Sell
3,834
-48
-1% -$8.19K 0.46% 46
2024
Q4
$706K Sell
3,882
-118
-3% -$21.5K 0.47% 45
2024
Q3
$684K Sell
4,000
-280
-7% -$47.9K 0.48% 44
2024
Q2
$725K Buy
4,280
+550
+15% +$93.2K 0.56% 37
2024
Q1
$530K Buy
3,730
+768
+26% +$109K 0.45% 45
2023
Q4
$437K Buy
2,962
+196
+7% +$28.9K 0.36% 63
2023
Q3
$324K Buy
2,766
+146
+6% +$17.1K 0.3% 76
2023
Q2
$335K Buy
+2,620
New +$335K 0.31% 71