AllSquare 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 | $317K | Hold |
1,550
| – | – | 0.18% | 78 |
|
|
2025
Q1 | $264K | Sell |
1,550
-50
| -3% | -$8.53K | 0.16% | 86 |
|
|
2024
Q4 | $291K | Hold |
1,600
| – | – | 0.17% | 77 |
|
|
2024
Q3 | $273K | Hold |
1,600
| – | – | 0.16% | 84 |
|
|
2024
Q2 | $271K | Hold |
1,600
| – | – | 0.16% | 83 |
|
|
2024
Q1 | $227K | Hold |
1,600
| – | – | 0.13% | 97 |
|
|
2023
Q4 | $236K | Hold |
1,600
| – | – | 0.14% | 91 |
|
|
2023
Q3 | $188K | Sell |
1,600
-200
| -11% | -$23.4K | 0.12% | 99 |
|
|
2023
Q2 | $191K | Hold |
1,800
| – | – | 0.12% | 98 |
|
|
2023
Q1 | $180K | Buy |
1,800
+800
| +80% | +$79.9K | 0.12% | 100 |
|
|
2022
Q4 | $69.8K | Buy |
+1,000
| New | +$69.8K | 0.05% | 169 |
|