Strategic 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
$9.45M Buy
46,184
+2,260
+5% +$462K 1.53% 18
2025
Q1
$7.5M Sell
43,924
-714
-2% -$122K 1.47% 20
2024
Q4
$8.12M Buy
44,638
+900
+2% +$164K 1.49% 19
2024
Q3
$7.47M Buy
43,738
+1,682
+4% +$287K 1.47% 20
2024
Q2
$7.13M Buy
42,056
+11,924
+40% +$2.02M 1.56% 20
2024
Q1
$4.28M Buy
30,132
+5,914
+24% +$840K 1.07% 24
2023
Q4
$3.57M Buy
+24,218
New +$3.57M 1.18% 20