Avidian Wealth Enterprises’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 | $865K | Sell |
4,226
-152
| -3% | -$31.1K | 0.04% | 226 |
|
|
2025
Q1 | $747K | Buy |
4,378
+216
| +5% | +$36.9K | 0.03% | 232 |
|
|
2024
Q4 | $757K | Buy |
4,162
+272
| +7% | +$49.5K | 0.03% | 230 |
|
|
2024
Q3 | $665K | Sell |
3,890
-30
| -0.8% | -$5.13K | 0.03% | 247 |
|
|
2024
Q2 | $664K | Buy |
3,920
+522
| +15% | +$88.5K | 0.03% | 233 |
|
|
2024
Q1 | $483K | Sell |
3,398
-3,470
| -51% | -$493K | 0.02% | 270 |
|
|
2023
Q4 | $1.01M | Buy |
6,868
+500
| +8% | +$73.7K | 0.06% | 164 |
|
|
2023
Q3 | $746K | Buy |
6,368
+1,100
| +21% | +$129K | 0.05% | 195 |
|
|
2023
Q2 | $673K | Hold |
5,268
| – | – | 0.04% | 227 |
|
|
2023
Q1 | $526K | Sell |
5,268
-60
| -1% | -$5.99K | 0.03% | 284 |
|
|
2022
Q4 | $372K | Sell |
5,328
-96
| -2% | -$6.7K | 0.02% | 320 |
|
|
2022
Q3 | $444K | Buy |
5,424
+1,518
| +39% | +$124K | 0.03% | 256 |
|
|
2022
Q2 | $322K | Sell |
3,906
-5,736
| -59% | -$473K | 0.02% | 336 |
|
|
2022
Q1 | $1M | Buy |
9,642
+570
| +6% | +$59.1K | 0.06% | 187 |
|
|
2021
Q4 | $842K | Buy |
+9,072
| New | +$842K | 0.05% | 210 |
|