Atria Wealth Solutions’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 | $3.75M | Sell |
18,334
-23,269
| -56% | -$4.76M | 0.08% | 264 |
|
|
2025
Q1 | $7.1M | Sell |
41,603
-156
| -0.4% | -$26.6K | 0.09% | 248 |
|
|
2024
Q4 | $7.6M | Sell |
41,759
-8,949
| -18% | -$1.63M | 0.08% | 249 |
|
|
2024
Q3 | $8.67M | Sell |
50,708
-8,462
| -14% | -$1.45M | 0.09% | 218 |
|
|
2024
Q2 | $10M | Sell |
59,170
-8,488
| -13% | -$1.44M | 0.11% | 189 |
|
|
2024
Q1 | $9.61M | Buy |
67,658
+13,742
| +25% | +$1.95M | 0.11% | 199 |
|
|
2023
Q4 | $7.95M | Buy |
53,916
+854
| +2% | +$126K | 0.1% | 208 |
|
|
2023
Q3 | $6.22M | Buy |
53,062
+9,006
| +20% | +$1.06M | 0.09% | 240 |
|
|
2023
Q2 | $5.63M | Buy |
44,056
+6,084
| +16% | +$777K | 0.08% | 251 |
|
|
2023
Q1 | $3.79M | Buy |
37,972
+12,978
| +52% | +$1.3M | 0.06% | 339 |
|
|
2022
Q4 | $1.74M | Buy |
24,994
+676
| +3% | +$47.2K | 0.03% | 561 |
|
|
2022
Q3 | $1.99M | Buy |
24,318
+11,022
| +83% | +$903K | 0.03% | 480 |
|
|
2022
Q2 | $1.1M | Sell |
13,296
-19,512
| -59% | -$1.61M | 0.02% | 638 |
|
|
2022
Q1 | $3.41M | Buy |
+32,808
| New | +$3.41M | 0.06% | 335 |
|