Angeles 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 | $781K | Buy |
3,818
+851
| +29% | +$174K | 0.05% | 132 |
|
2025
Q1 | $506K | Buy |
2,967
+585
| +25% | +$99.8K | 0.04% | 137 |
|
2024
Q4 | $433K | Buy |
2,382
+58
| +2% | +$10.6K | 0.04% | 157 |
|
2024
Q3 | $397K | Buy |
2,324
+114
| +5% | +$19.5K | 0.03% | 154 |
|
2024
Q2 | $375K | Buy |
2,210
+558
| +34% | +$94.6K | 0.04% | 147 |
|
2024
Q1 | $235K | Sell |
1,652
-882
| -35% | -$125K | 0.02% | 195 |
|
2023
Q4 | $374K | Sell |
2,534
-54
| -2% | -$7.96K | 0.05% | 132 |
|
2023
Q3 | $303K | Buy |
2,588
+286
| +12% | +$33.5K | 0.04% | 128 |
|
2023
Q2 | $294K | Buy |
2,302
+6
| +0.3% | +$767 | 0.04% | 143 |
|
2023
Q1 | $229K | Buy |
+2,296
| New | +$229K | 0.03% | 163 |
|