Aviso 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 | $399K | Sell |
1,951
-601
| -24% | -$123K | 0.19% | 104 |
|
|
2025
Q1 | $435K | Sell |
2,552
-2,272
| -47% | -$388K | 0.23% | 90 |
|
|
2024
Q4 | $878K | Sell |
4,824
-164
| -3% | -$29.8K | 0.45% | 62 |
|
|
2024
Q3 | $852K | Sell |
4,988
-300
| -6% | -$51.3K | 0.46% | 60 |
|
|
2024
Q2 | $896K | Buy |
5,288
+1,104
| +26% | +$187K | 0.53% | 46 |
|
|
2024
Q1 | $594K | Buy |
4,184
+1,862
| +80% | +$265K | 0.37% | 69 |
|
|
2023
Q4 | $342K | Buy |
+2,322
| New | +$342K | 0.25% | 95 |
|