Avior 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
$438K Sell
2,139
-6
-0.3% -$1.23K 0.02% 465
2025
Q1
$366K Buy
2,145
+1,443
+206% +$246K 0.01% 496
2024
Q4
$128K Sell
702
-368
-34% -$67K ﹤0.01% 824
2024
Q3
$183K Buy
1,070
+576
+117% +$98.4K 0.01% 717
2024
Q2
$83.7K Sell
494
-236
-32% -$40K ﹤0.01% 919
2024
Q1
$104K Buy
730
+446
+157% +$63.4K ﹤0.01% 943
2023
Q4
$41.9K Sell
284
-8
-3% -$1.18K ﹤0.01% 761
2023
Q3
$34.2K Hold
292
﹤0.01% 845
2023
Q2
$37.3K Buy
292
+210
+256% +$26.8K ﹤0.01% 826
2023
Q1
$8.19K Buy
+82
New +$8.19K ﹤0.01% 1089
2020
Q1
Sell
-222
Closed -$8K 864
2019
Q4
$8K Buy
222
+180
+429% +$6.49K ﹤0.01% 624
2019
Q3
$1K Buy
+42
New +$1K ﹤0.01% 740