Shepherd Financial 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 | $340K | Buy |
1,663
+9
| +0.5% | +$1.84K | 0.04% | 188 |
|
|
2025
Q1 | $282K | Hold |
1,654
| – | – | 0.03% | 197 |
|
|
2024
Q4 | $301K | Buy |
1,654
+20
| +1% | +$3.64K | 0.04% | 180 |
|
|
2024
Q3 | $279K | Hold |
1,634
| – | – | 0.03% | 185 |
|
|
2024
Q2 | $277K | Hold |
1,634
| – | – | 0.04% | 185 |
|
|
2024
Q1 | $232K | Buy |
+1,634
| New | +$232K | 0.03% | 198 |
|