Stonebridge Financial Planning Group’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 | – | Sell |
-1,180
| Closed | -$201K | – | 167 |
|
|
2025
Q1 | $201K | Sell |
1,180
-250
| -17% | -$42.7K | 0.09% | 160 |
|
|
2024
Q4 | $260K | Buy |
1,430
+200
| +16% | +$36.4K | 0.12% | 142 |
|
|
2024
Q3 | $210K | Hold |
1,230
| – | – | 0.1% | 150 |
|
|
2024
Q2 | $208K | Buy |
+1,230
| New | +$208K | 0.1% | 153 |
|
|
2022
Q1 | – | Sell |
-1,230
| Closed | -$102K | – | 284 |
|
|
2021
Q4 | $102K | Buy |
1,230
+180
| +17% | +$14.9K | 0.05% | 161 |
|
|
2021
Q3 | $87K | Buy |
1,050
+450
| +75% | +$37.3K | 0.04% | 179 |
|
|
2021
Q2 | $39K | Hold |
600
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $36K | Hold |
600
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $36K | Hold |
600
| – | – | 0.02% | 228 |
|
|
2020
Q3 | $25K | Hold |
600
| – | – | 0.02% | 247 |
|
|
2020
Q2 | $23K | Hold |
600
| – | – | 0.02% | 249 |
|
|
2020
Q1 | $18K | Hold |
600
| – | – | 0.02% | 258 |
|
|
2019
Q4 | $23K | Buy |
+600
| New | +$23K | 0.02% | 232 |
|