1858 Wealth Management’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 | $3.32M | Sell |
16,217
-1
| -0% | -$205 | 2.45% | 11 |
|
|
2025
Q1 | $2.77M | Sell |
16,218
-112
| -0.7% | -$19.1K | 2.34% | 13 |
|
|
2024
Q4 | $2.97M | Sell |
16,330
-14
| -0.1% | -$2.55K | 2.35% | 8 |
|
|
2024
Q3 | $2.79M | Sell |
16,344
-1,492
| -8% | -$255K | 2.3% | 12 |
|
|
2024
Q2 | $3.02M | Buy |
17,836
+174
| +1% | +$29.5K | 2.51% | 8 |
|
|
2024
Q1 | $2.6M | Hold |
17,662
| – | – | 2.47% | 9 |
|
|
2023
Q4 | $2.6M | Buy |
+17,662
| New | +$2.6M | 2.47% | 9 |
|