Stonebridge Financial Planning Group’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
2026
Q1
$202K Buy
2025
Q2
Sell
2025
Q1
$201K Sell
2024
Q4
$260K Buy
2024
Q3
$210K Hold
2024
Q2
$208K Buy
2022
Q1
Sell
2021
Q4
$102K Buy
2021
Q3
$87K Buy
2021
Q2
$39K Hold
2021
Q1
$36K Hold
2020
Q4
$36K Hold
2020
Q3
$25K Hold
2020
Q2
$23K Hold
2020
Q1
$18K Hold
2019
Q4
$23K Buy