SFMG Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7M | Buy |
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|
2025
Q1 | $5.74M | Buy |
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|
2024
Q4 | $6.11M | Sell |
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|
2024
Q3 | $5.75M | Buy |
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|
2024
Q2 | $5.64M | Sell |
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.3M | Sell |
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|
2021
Q3 | $2.89M | Sell |
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|
2021
Q2 | $2.25M | Sell |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $2.21M | Sell |
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|
2020
Q3 | $1.53M | Buy |
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|
2020
Q2 | $1.43M | Sell |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.48M | Buy |
|