XML 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
$405K Sell
1,980
-40
-2% -$8.19K 0.04% 263
2025
Q1
$345K Buy
2,020
+458
+29% +$78.2K 0.03% 271
2024
Q4
$284K Buy
1,562
+200
+15% +$36.4K 0.03% 297
2024
Q3
$233K Buy
1,362
+180
+15% +$30.8K 0.02% 310
2024
Q2
$200K Buy
+1,182
New +$200K 0.02% 322