Valmark Advisers’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
Q1
Sell
-1,117
Closed -$203K 615
2024
Q4
$203K Buy
+1,117
New +$203K ﹤0.01% 585