Avantax Planning Partners’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 | $862K | Buy |
4,212
+783
| +23% | +$160K | 0.03% | 203 |
|
|
2025
Q1 | $585K | Buy |
+3,429
| New | +$585K | 0.02% | 233 |
|
|
2024
Q1 | – | Sell |
-2,674
| Closed | -$394K | – | 473 |
|
|
2023
Q4 | $394K | Buy |
+2,674
| New | +$394K | 0.02% | 264 |
|
|
2018
Q4 | – | Sell |
-882
| Closed | -$33K | – | 927 |
|
|
2018
Q3 | $33K | Buy |
+882
| New | +$33K | ﹤0.01% | 582 |
|
|
2018
Q2 | – | Sell |
-1,032
| Closed | -$31K | – | 1092 |
|
|
2018
Q1 | $31K | Buy |
+1,032
| New | +$31K | ﹤0.01% | 639 |
|