SFMG Wealth 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 | $7M | Buy |
34,188
+556
| +2% | +$114K | 0.53% | 29 |
|
|
2025
Q1 | $5.74M | Buy |
33,632
+71
| +0.2% | +$12.1K | 0.45% | 32 |
|
|
2024
Q4 | $6.11M | Sell |
33,561
-111
| -0.3% | -$20.2K | 0.48% | 31 |
|
|
2024
Q3 | $5.75M | Buy |
33,672
+378
| +1% | +$64.6K | 0.47% | 30 |
|
|
2024
Q2 | $5.64M | Sell |
33,294
-354
| -1% | -$60K | 0.49% | 27 |
|
|
2024
Q1 | $4.78M | Buy |
33,648
+31,948
| +1,879% | +$4.54M | 0.41% | 35 |
|
|
2023
Q4 | $251K | Sell |
1,700
-54
| -3% | -$7.96K | 0.02% | 215 |
|
|
2023
Q3 | $206K | Buy |
1,754
+86
| +5% | +$10.1K | 0.02% | 220 |
|
|
2023
Q2 | $213K | Buy |
+1,668
| New | +$213K | 0.02% | 221 |
|
|
2022
Q1 | – | Sell |
-35,592
| Closed | -$3.3M | – | 321 |
|
|
2021
Q4 | $3.3M | Sell |
35,592
-660
| -2% | -$61.2K | 0.32% | 43 |
|
|
2021
Q3 | $2.89M | Sell |
36,252
-60
| -0.2% | -$4.79K | 0.32% | 45 |
|
|
2021
Q2 | $2.25M | Sell |
36,312
-750
| -2% | -$46.4K | 0.25% | 51 |
|
|
2021
Q1 | $1.99M | Sell |
37,062
-240
| -0.6% | -$12.9K | 0.23% | 58 |
|
|
2020
Q4 | $2.21M | Sell |
37,302
-210
| -0.6% | -$12.4K | 0.28% | 46 |
|
|
2020
Q3 | $1.53M | Buy |
37,512
+60
| +0.2% | +$2.45K | 0.21% | 44 |
|
|
2020
Q2 | $1.43M | Sell |
37,452
-2,070
| -5% | -$79.3K | 0.2% | 44 |
|
|
2020
Q1 | $1.08M | Buy |
39,522
+1,140
| +3% | +$31.2K | 0.16% | 38 |
|
|
2019
Q4 | $1.48M | Buy |
+38,382
| New | +$1.48M | 0.18% | 52 |
|