Ulland Investment Advisors’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 | $43K | Sell |
210
-10
| -5% | -$2.05K | 0.03% | 116 |
|
|
2025
Q1 | $38K | Buy |
220
+10
| +5% | +$1.73K | 0.03% | 123 |
|
|
2024
Q4 | $38K | Hold |
210
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $36K | Hold |
210
| – | – | 0.03% | 117 |
|
|
2024
Q2 | $36K | Hold |
210
| – | – | 0.03% | 121 |
|
|
2024
Q1 | $30K | Buy |
+210
| New | +$30K | 0.02% | 130 |
|