Shepherd Financial Partners’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
$340K Buy
2025
Q1
$282K Hold
2024
Q4
$301K Buy
2024
Q3
$279K Hold
2024
Q2
$277K Hold
2024
Q1
$232K Buy