Ameliora 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 | $875K | Sell |
4,275
-1,365
| -24% | -$279K | 0.31% | 47 |
|
|
2025
Q1 | $962K | Sell |
5,640
-1,698
| -23% | -$290K | 0.36% | 41 |
|
|
2024
Q4 | $1.34M | Buy |
7,338
+3,370
| +85% | +$613K | 0.5% | 38 |
|
|
2024
Q3 | $678K | Buy |
3,968
+232
| +6% | +$39.6K | 0.28% | 45 |
|
|
2024
Q2 | $633K | Buy |
3,736
+754
| +25% | +$128K | 0.29% | 50 |
|
|
2024
Q1 | $424K | Buy |
2,982
+200
| +7% | +$28.4K | 0.19% | 64 |
|
|
2023
Q4 | $410K | Buy |
2,782
+644
| +30% | +$95K | 0.2% | 63 |
|
|
2023
Q3 | $251K | Sell |
2,138
-2,150
| -50% | -$252K | 0.15% | 72 |
|
|
2023
Q2 | $548K | Sell |
4,288
-3,520
| -45% | -$450K | 0.34% | 51 |
|
|
2023
Q1 | $780K | Buy |
7,808
+6,608
| +551% | +$660K | 0.46% | 49 |
|
|
2022
Q4 | $83.7K | Buy |
1,200
+360
| +43% | +$25.1K | 0.04% | 116 |
|
|
2022
Q3 | $65K | Buy |
+840
| New | +$65K | 0.04% | 127 |
|