Sunbelt Securities’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
$753K Sell
4,140
-275
-6% -$50K 0.07% 256
2025
Q1
$753K Buy
4,415
+275
+7% +$46.9K 0.07% 239
2024
Q4
$763K Buy
4,140
+186
+5% +$34.3K 0.07% 253
2024
Q3
$676K Buy
3,954
+84
+2% +$14.4K 0.07% 280
2024
Q2
$656K Buy
3,870
+504
+15% +$85.4K 0.07% 271
2024
Q1
$478K Buy
3,366
+1,604
+91% +$228K 0.05% 337
2023
Q4
$260K Buy
1,762
+714
+68% +$105K 0.03% 434
2023
Q3
$123K Sell
1,048
-168
-14% -$19.7K 0.02% 599
2023
Q2
$155K Buy
1,216
+860
+242% +$110K 0.02% 530
2023
Q1
$34.5K Buy
+356
New +$34.5K 0.01% 821
2016
Q2
Sell
-8,688
Closed -$236K 105
2016
Q1
$236K Sell
8,688
-876
-9% -$23.8K 0.34% 75
2015
Q4
$281K Sell
9,564
-2,304
-19% -$67.7K 0.4% 62
2015
Q3
$340K Sell
11,868
-42
-0.4% -$1.2K 0.46% 50
2015
Q2
$347K Hold
11,910
0.48% 46
2015
Q1
$290K Hold
11,910
0.43% 52
2014
Q4
$243K Buy
+11,910
New +$243K 0.32% 73