TA
TFB Advisors’s Palo Alto Networks PANW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $596K | Sell |
2,912
-172
| -6% | -$35.2K | 0.16% | 149 |
|
2025
Q1 | $526K | Buy |
3,084
+58
| +2% | +$9.9K | 0.15% | 161 |
|
2024
Q4 | $551K | Buy |
3,026
+1,495
| +98% | +$272K | 0.16% | 147 |
|
2024
Q3 | $523K | Sell |
1,531
-56
| -4% | -$19.1K | 0.16% | 151 |
|
2024
Q2 | $538K | Buy |
1,587
+162
| +11% | +$54.9K | 0.18% | 128 |
|
2024
Q1 | $409K | Buy |
+1,425
| New | +$409K | 0.15% | 160 |
|
2023
Q3 | – | Sell |
-1,194
| Closed | -$305K | – | 191 |
|
2023
Q2 | $305K | Buy |
1,194
+137
| +13% | +$35K | 0.13% | 176 |
|
2023
Q1 | $211K | Buy |
+1,057
| New | +$211K | 0.16% | 129 |
|