180 Wealth Advisors’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 | $312K | Sell |
1,526
-546
| -26% | -$112K | 0.04% | 329 |
|
|
2025
Q1 | $354K | Sell |
2,072
-55
| -3% | -$9.39K | 0.06% | 288 |
|
|
2024
Q4 | $387K | Buy |
2,127
+537
| +34% | +$97.7K | 0.06% | 272 |
|
|
2024
Q3 | $272K | Hold |
1,590
| – | – | 0.04% | 353 |
|
|
2024
Q2 | $263K | Buy |
1,590
+6
| +0.4% | +$993 | 0.04% | 348 |
|
|
2024
Q1 | $225K | Sell |
1,584
-906
| -36% | -$129K | 0.04% | 348 |
|
|
2023
Q4 | $360K | Sell |
2,490
-100
| -4% | -$14.4K | 0.07% | 247 |
|
|
2023
Q3 | $304K | Sell |
2,590
-14
| -0.5% | -$1.64K | 0.07% | 259 |
|
|
2023
Q2 | $332K | Sell |
2,604
-202
| -7% | -$25.7K | 0.07% | 241 |
|
|
2023
Q1 | $280K | Hold |
2,806
| – | – | 0.07% | 275 |
|
|
2022
Q4 | $223K | Buy |
+2,806
| New | +$223K | 0.05% | 318 |
|