Addison 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 | $10K | Buy |
49
+13
| +36% | +$2.66K | ﹤0.01% | 618 |
|
|
2025
Q1 | $6.14K | Hold |
36
| – | – | ﹤0.01% | 645 |
|
|
2024
Q4 | $6.55K | Hold |
36
| – | – | ﹤0.01% | 637 |
|
|
2024
Q3 | $6.15K | Buy |
+36
| New | +$6.15K | ﹤0.01% | 644 |
|
|
2024
Q1 | – | Sell |
-24
| Closed | -$3.54K | – | 721 |
|
|
2023
Q4 | $3.54K | Hold |
24
| – | – | ﹤0.01% | 592 |
|
|
2023
Q3 | $2.81K | Buy |
+24
| New | +$2.81K | ﹤0.01% | 576 |
|