Alta Wealth 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 | $1.62M | Buy |
7,926
+5
| +0.1% | +$1.02K | 0.77% | 28 |
|
|
2025
Q1 | $1.35M | Sell |
7,921
-39
| -0.5% | -$6.66K | 0.62% | 39 |
|
|
2024
Q4 | $1.45M | Buy |
7,960
+600
| +8% | +$109K | 0.63% | 34 |
|
|
2024
Q3 | $1.26M | Sell |
7,360
-54
| -0.7% | -$9.23K | 0.57% | 44 |
|
|
2024
Q2 | $1.26M | Sell |
7,414
-4
| -0.1% | -$678 | 0.63% | 39 |
|
|
2024
Q1 | $1.05M | Sell |
7,418
-72
| -1% | -$10.2K | 0.54% | 47 |
|
|
2023
Q4 | $1.1M | Buy |
7,490
+158
| +2% | +$23.3K | 0.62% | 43 |
|
|
2023
Q3 | $859K | Sell |
7,332
-446
| -6% | -$52.3K | 0.53% | 55 |
|
|
2023
Q2 | $994K | Sell |
7,778
-88
| -1% | -$11.2K | 0.58% | 50 |
|
|
2023
Q1 | $786K | Buy |
7,866
+910
| +13% | +$90.9K | 0.5% | 64 |
|
|
2022
Q4 | $485K | Buy |
6,956
+50
| +0.7% | +$3.49K | 0.33% | 94 |
|
|
2022
Q3 | $566K | Buy |
6,906
+12
| +0.2% | +$983 | 0.41% | 76 |
|
|
2022
Q2 | $561K | Buy |
6,894
+42
| +0.6% | +$3.42K | 0.39% | 72 |
|
|
2022
Q1 | $711K | Sell |
6,852
-660
| -9% | -$68.5K | 0.42% | 70 |
|
|
2021
Q4 | $697K | Buy |
+7,512
| New | +$697K | 0.43% | 73 |
|