Arkadios 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 | $8.16M | Buy |
39,893
+3,351
| +9% | +$686K | 0.24% | 85 |
|
|
2025
Q1 | $6.24M | Buy |
36,542
+28,884
| +377% | +$4.93M | 0.24% | 92 |
|
|
2024
Q4 | $1.39M | Buy |
7,658
+1,958
| +34% | +$356K | 0.08% | 261 |
|
|
2024
Q3 | $974K | Buy |
5,700
+1,742
| +44% | +$298K | 0.06% | 333 |
|
|
2024
Q2 | $671K | Buy |
3,958
+658
| +20% | +$112K | 0.05% | 381 |
|
|
2024
Q1 | $469K | Buy |
3,300
+1,102
| +50% | +$157K | 0.04% | 392 |
|
|
2023
Q4 | $324K | Sell |
2,198
-4,644
| -68% | -$684K | 0.03% | 500 |
|
|
2023
Q3 | $802K | Buy |
6,842
+196
| +3% | +$23K | 0.08% | 246 |
|
|
2023
Q2 | $849K | Buy |
6,646
+160
| +2% | +$20.4K | 0.1% | 210 |
|
|
2023
Q1 | $648K | Buy |
6,486
+356
| +6% | +$35.6K | 0.08% | 252 |
|
|
2022
Q4 | $428K | Buy |
+6,130
| New | +$428K | 0.06% | 316 |
|
|
2022
Q1 | – | Sell |
-3,240
| Closed | -$301K | – | 610 |
|
|
2021
Q4 | $301K | Sell |
3,240
-474
| -13% | -$44K | 0.04% | 446 |
|
|
2021
Q3 | $296K | Sell |
3,714
-2,112
| -36% | -$168K | 0.04% | 409 |
|
|
2021
Q2 | $360K | Buy |
5,826
+582
| +11% | +$36K | 0.04% | 406 |
|
|
2021
Q1 | $281K | Sell |
5,244
-96
| -2% | -$5.14K | 0.05% | 354 |
|
|
2020
Q4 | $316K | Buy |
5,340
+5,082
| +1,970% | +$301K | 0.07% | 255 |
|
|
2020
Q3 | $10.6K | Sell |
258
-114
| -31% | -$4.68K | 0.01% | 738 |
|
|
2020
Q2 | $15.2K | Buy |
372
+192
| +107% | +$7.85K | 0.01% | 602 |
|
|
2020
Q1 | $4.92K | Sell |
180
-2,016
| -92% | -$55.1K | ﹤0.01% | 787 |
|
|
2019
Q4 | $89.9K | Buy |
+2,196
| New | +$89.9K | 0.05% | 241 |
|