Accurate 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 | $604K | Buy |
3,141
+344
| +12% | +$66.2K | 0.09% | 227 |
|
|
2025
Q1 | $471K | Buy |
2,797
+254
| +10% | +$42.8K | 0.09% | 217 |
|
|
2024
Q4 | $441K | Sell |
2,543
-393
| -13% | -$68.1K | 0.08% | 220 |
|
|
2024
Q3 | $550K | Buy |
2,936
+158
| +6% | +$29.6K | 0.11% | 180 |
|
|
2024
Q2 | $473K | Buy |
2,778
+298
| +12% | +$50.8K | 0.11% | 172 |
|
|
2024
Q1 | $344K | Buy |
2,480
+278
| +13% | +$38.6K | 0.1% | 192 |
|
|
2023
Q4 | $356K | Buy |
2,202
+528
| +32% | +$85.4K | 0.11% | 179 |
|
|
2023
Q3 | $219K | Buy |
+1,674
| New | +$219K | 0.07% | 243 |
|
|
2023
Q1 | – | Sell |
-656
| Closed | -$44K | – | 1047 |
|
|
2022
Q4 | $44K | Buy |
+656
| New | +$44K | 0.02% | 483 |
|