Worth Financial Advisory Group’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
$1.02M Buy
4,993
+302
+6% +$61.8K 0.63% 36
2025
Q1
$800K Buy
4,691
+1,519
+48% +$259K 0.51% 47
2024
Q4
$577K Sell
3,172
-126
-4% -$22.9K 0.36% 70
2024
Q3
$564K Sell
3,298
-118
-3% -$20.2K 0.33% 71
2024
Q2
$579K Buy
+3,416
New +$579K 0.38% 68