Atticus 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 | $645K | Buy |
3,154
+223
| +8% | +$45.6K | 0.17% | 74 |
|
|
2025
Q1 | $500K | Buy |
2,931
+301
| +11% | +$51.4K | 0.16% | 73 |
|
|
2024
Q4 | $479K | Buy |
2,630
+58
| +2% | +$10.6K | 0.15% | 75 |
|
|
2024
Q3 | $440K | Buy |
2,572
+126
| +5% | +$21.5K | 0.14% | 75 |
|
|
2024
Q2 | $415K | Buy |
2,446
+158
| +7% | +$26.8K | 0.14% | 74 |
|
|
2024
Q1 | $325K | Buy |
2,288
+528
| +30% | +$75K | 0.11% | 90 |
|
|
2023
Q4 | $259K | Buy |
1,760
+660
| +60% | +$97.3K | 0.09% | 109 |
|
|
2023
Q3 | $129K | Buy |
+1,100
| New | +$129K | 0.05% | 155 |
|
|
2020
Q1 | – | Sell |
-5,700
| Closed | -$220K | – | 393 |
|
|
2019
Q4 | $220K | Buy |
+5,700
| New | +$220K | 0.14% | 81 |
|