Baldwin Wealth 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
Q1 | – | Sell |
-1,566
| Closed | -$285K | – | 241 |
|
|
2024
Q4 | $285K | Sell |
1,566
-20
| -1% | -$3.64K | 0.02% | 192 |
|
|
2024
Q3 | $271K | Buy |
1,586
+464
| +41% | +$79.3K | 0.02% | 287 |
|
|
2024
Q2 | $190K | Buy |
1,122
+6
| +0.5% | +$1.02K | 0.01% | 207 |
|
|
2024
Q1 | $159K | Hold |
1,116
| – | – | 0.01% | 229 |
|
|
2023
Q4 | $165K | Hold |
1,116
| – | – | 0.01% | 228 |
|
|
2023
Q3 | $131K | Sell |
1,116
-2,040
| -65% | -$239K | 0.01% | 268 |
|
|
2023
Q2 | $403K | Hold |
3,156
| – | – | 0.03% | 182 |
|
|
2023
Q1 | $315K | Buy |
3,156
+66
| +2% | +$6.59K | 0.03% | 202 |
|
|
2022
Q4 | $216K | Buy |
3,090
+996
| +48% | +$69.5K | 0.02% | 226 |
|
|
2022
Q3 | $172K | Buy |
2,094
+2,040
| +3,778% | +$168K | 0.02% | 181 |
|
|
2022
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 609 |
|
|
2022
Q1 | $6K | Sell |
54
-54
| -50% | -$6K | ﹤0.01% | 576 |
|
|
2021
Q4 | $10K | Hold |
108
| – | – | ﹤0.01% | 507 |
|
|
2021
Q3 | $9K | Hold |
108
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $7K | Hold |
108
| – | – | ﹤0.01% | 561 |
|
|
2021
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 547 |
|
|
2020
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 491 |
|
|
2020
Q3 | $4K | Hold |
108
| – | – | ﹤0.01% | 488 |
|
|
2020
Q2 | $4K | Hold |
108
| – | – | ﹤0.01% | 483 |
|
|
2020
Q1 | $3K | Hold |
108
| – | – | ﹤0.01% | 502 |
|
|
2019
Q4 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 493 |
|
|
2017
Q2 | – | Sell |
-342
| Closed | -$6K | – | 496 |
|
|
2017
Q1 | $6K | Hold |
342
| – | – | ﹤0.01% | 442 |
|
|
2016
Q4 | $7K | Sell |
342
-180
| -34% | -$3.68K | ﹤0.01% | 457 |
|
|
2016
Q3 | $14K | Sell |
522
-2,400
| -82% | -$64.4K | ﹤0.01% | 419 |
|
|
2016
Q2 | $60K | Hold |
2,922
| – | – | 0.01% | 257 |
|
|
2016
Q1 | $79K | Buy |
+2,922
| New | +$79K | 0.01% | 260 |
|