Summit Financial’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
$3.62M Buy
2025
Q1
$2.63M Sell
2024
Q4
$2.9M Sell
2024
Q3
$2.77M Buy
2024
Q2
$2.51M Buy
2024
Q1
$1.48M Buy
2023
Q4
$1.35M Sell
2023
Q3
$1.12M Buy
2023
Q2
$866K Buy
2023
Q1
$663K Sell
2022
Q4
$511K Buy
2022
Q3
$282K Buy
2022
Q2
$212K Buy