Number of Shares
43,231.00
Current Holdings Value*
$8.85 Mil
% of Portfolio
7.44%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
41.15%

BURR FINANCIAL SERVICES, LLC's Palo Alto Networks Inc Holding Summary

As of 2025-06-30, BURR FINANCIAL SERVICES, LLC held 43,231.00 shares of Palo Alto Networks Inc(PANW), totaling $8.85 Mil. This investment constitutes 7.44% of their stock portfolio, and BURR FINANCIAL SERVICES, LLC now holds 0.01% of the outstanding Palo Alto Networks Inc(PANW) stock.

The initial trade took place in 2023Q4. And since then BURR FINANCIAL SERVICES, LLC has made 1 purchases of PANW, at an average price of $136.33, for a total of 55,522.00 shares. In addition, there have been 4 sales at an average price of $177.30 for 12,291.00 shares. Based on historical transaction data and PANW's current price of $196.73, BURR FINANCIAL SERVICES, LLC's estimated gain on his PANW holdings is $3.11 Mil, reflecting a 41.15% gain to date.

BURR FINANCIAL SERVICES, LLC PANW ($196.73) Holding Chart

BURR FINANCIAL SERVICES, LLC PANW ($196.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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