Altus Wealth Group’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 | $277K | Hold |
1,353
| – | – | 0.12% | 104 |
|
|
2025
Q1 | $231K | Buy |
1,353
+177
| +15% | +$30.2K | 0.11% | 117 |
|
|
2024
Q4 | $214K | Buy |
+1,176
| New | +$214K | 0.09% | 136 |
|
|
2024
Q1 | – | Sell |
-1,448
| Closed | -$213K | – | 150 |
|
|
2023
Q4 | $213K | Buy |
+1,448
| New | +$213K | 0.12% | 129 |
|
|
2021
Q1 | – | Sell |
-336
| Closed | -$20K | – | 600 |
|
|
2020
Q4 | $20K | Buy |
+336
| New | +$20K | 0.02% | 371 |
|