1900 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 | $559K | Buy |
2,734
+10
| +0.4% | +$2.05K | 0.04% | 128 |
|
|
2025
Q1 | $465K | Buy |
2,724
+26
| +1% | +$4.44K | 0.04% | 145 |
|
|
2024
Q4 | $491K | Hold |
2,698
| – | – | 0.04% | 147 |
|
|
2024
Q3 | $461K | Hold |
2,698
| – | – | 0.04% | 152 |
|
|
2024
Q2 | $457K | Buy |
2,698
+10
| +0.4% | +$1.7K | 0.04% | 155 |
|
|
2024
Q1 | $382K | Sell |
2,688
-660
| -20% | -$93.8K | 0.03% | 179 |
|
|
2023
Q4 | $494K | Sell |
3,348
-522
| -13% | -$77K | 0.05% | 193 |
|
|
2023
Q3 | $454K | Buy |
3,870
+1,182
| +44% | +$139K | 0.05% | 199 |
|
|
2023
Q2 | $343K | Buy |
+2,688
| New | +$343K | 0.04% | 184 |
|
|
2022
Q4 | – | Sell |
-2,688
| Closed | -$220K | – | 239 |
|
|
2022
Q3 | $220K | Sell |
2,688
-162
| -6% | -$13.3K | 0.03% | 211 |
|
|
2022
Q2 | $235K | Hold |
2,850
| – | – | 0.03% | 209 |
|
|
2022
Q1 | $296K | Hold |
2,850
| – | – | 0.03% | 204 |
|
|
2021
Q4 | $264K | Buy |
2,850
+72
| +3% | +$6.67K | 0.02% | 210 |
|
|
2021
Q3 | $222K | Buy |
+2,778
| New | +$222K | 0.02% | 204 |
|