Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.89M | Sell |
15,856
-164
| -1% | -$29.8K | 0.4% | 64 |
|
|
2024
Q3 | $2.74M | Sell |
16,020
-136
| -0.8% | -$23.2K | 0.38% | 66 |
|
|
2024
Q2 | $2.74M | Sell |
16,156
-142
| -0.9% | -$24.1K | 0.4% | 62 |
|
|
2024
Q1 | $2.32M | Sell |
16,298
-230
| -1% | -$32.7K | 0.35% | 74 |
|
|
2023
Q4 | $2.44M | Buy |
16,528
+200
| +1% | +$29.5K | 0.41% | 66 |
|
|
2023
Q3 | $1.91M | Sell |
16,328
-320
| -2% | -$37.5K | 0.36% | 78 |
|
|
2023
Q2 | $2.13M | Sell |
16,648
-70
| -0.4% | -$8.94K | 0.38% | 76 |
|
|
2023
Q1 | $1.67M | Buy |
16,718
+5,794
| +53% | +$579K | 0.33% | 89 |
|
|
2022
Q4 | $762K | Buy |
10,924
+132
| +1% | +$9.21K | 0.16% | 126 |
|
|
2022
Q3 | $884K | Buy |
+10,792
| New | +$884K | 0.2% | 117 |
|