Symphony Financial’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 | $1.79M | Buy |
+9,888
| New | +$1.79M | 0.23% | 87 |
|
|
2025
Q1 | – | Sell |
-8,893
| Closed | -$1.63M | – | 176 |
|
|
2024
Q4 | $1.63M | Sell |
8,893
-5,789
| -39% | -$1.06M | 0.26% | 76 |
|
|
2024
Q3 | $2.46M | Sell |
14,682
-1,230
| -8% | -$206K | 0.41% | 62 |
|
|
2024
Q2 | $2.71M | Buy |
15,912
+2,206
| +16% | +$376K | 0.49% | 51 |
|
|
2024
Q1 | $1.95M | Buy |
13,706
+1,032
| +8% | +$147K | 0.45% | 57 |
|
|
2023
Q4 | $2.1M | Sell |
12,674
-100
| -0.8% | -$16.6K | 0.45% | 58 |
|
|
2023
Q3 | $1.51M | Buy |
12,774
+1,548
| +14% | +$183K | 0.37% | 52 |
|
|
2023
Q2 | $1.42M | Buy |
11,226
+2,556
| +29% | +$324K | 0.35% | 65 |
|
|
2023
Q1 | $839K | Buy |
8,670
+1,874
| +28% | +$181K | 0.22% | 93 |
|
|
2022
Q4 | $471K | Sell |
6,796
-886
| -12% | -$61.4K | 0.12% | 143 |
|
|
2022
Q3 | $636K | Sell |
7,682
-442
| -5% | -$36.6K | 0.21% | 104 |
|
|
2022
Q2 | $666K | Sell |
8,124
-3,282
| -29% | -$269K | 0.2% | 100 |
|
|
2022
Q1 | $1.17M | Buy |
11,406
+3,588
| +46% | +$369K | 0.28% | 72 |
|
|
2021
Q4 | $709K | Buy |
7,818
+3,066
| +65% | +$278K | 0.2% | 91 |
|
|
2021
Q3 | $375K | Sell |
4,752
-1,902
| -29% | -$150K | 0.13% | 112 |
|
|
2021
Q2 | $412K | Sell |
6,654
-720
| -10% | -$44.6K | 0.14% | 112 |
|
|
2021
Q1 | $415K | Buy |
7,374
+2,802
| +61% | +$158K | 0.11% | 125 |
|
|
2020
Q4 | $268K | Buy |
+4,572
| New | +$268K | 0.1% | 134 |
|