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