1776 Wealth’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 | $829K | Sell |
4,052
-156
| -4% | -$31.9K | 0.34% | 52 |
|
|
2025
Q1 | $718K | Sell |
4,208
-98
| -2% | -$16.7K | 0.33% | 55 |
|
|
2024
Q4 | $784K | Hold |
4,306
| – | – | 0.36% | 50 |
|
|
2024
Q3 | $736K | Sell |
4,306
-240
| -5% | -$41K | 0.33% | 55 |
|
|
2024
Q2 | $771K | Sell |
4,546
-16
| -0.4% | -$2.71K | 0.35% | 53 |
|
|
2024
Q1 | $648K | Sell |
4,562
-54
| -1% | -$7.67K | 0.31% | 64 |
|
|
2023
Q4 | $681K | Hold |
4,616
| – | – | 0.34% | 53 |
|
|
2023
Q3 | $541K | Hold |
4,616
| – | – | 0.29% | 60 |
|
|
2023
Q2 | $590K | Buy |
+4,616
| New | +$590K | 0.31% | 57 |
|
|
2020
Q3 | – | Sell |
-900
| Closed | -$34K | – | 255 |
|
|
2020
Q2 | $34K | Sell |
900
-900
| -50% | -$34K | 0.02% | 212 |
|
|
2020
Q1 | $58K | Buy |
1,800
+900
| +100% | +$29K | 0.02% | 210 |
|
|
2019
Q4 | $34K | Buy |
+900
| New | +$34K | 0.03% | 208 |
|