Bartlett & Co 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 | $733K | Buy |
3,581
+251
| +8% | +$51.4K | 0.01% | 291 |
|
|
2025
Q1 | $568K | Buy |
3,330
+34
| +1% | +$5.8K | 0.01% | 314 |
|
|
2024
Q4 | $600K | Hold |
3,296
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $563K | Sell |
3,296
-122
| -4% | -$20.9K | 0.01% | 317 |
|
|
2024
Q2 | $579K | Buy |
3,418
+1,880
| +122% | +$319K | 0.01% | 305 |
|
|
2024
Q1 | $218K | Sell |
1,538
-200
| -12% | -$28.4K | ﹤0.01% | 442 |
|
|
2023
Q4 | $257K | Buy |
1,738
+858
| +98% | +$127K | ﹤0.01% | 439 |
|
|
2023
Q3 | $103K | Buy |
880
+538
| +157% | +$63.1K | ﹤0.01% | 533 |
|
|
2023
Q2 | $43.7K | Buy |
+342
| New | +$43.7K | ﹤0.01% | 693 |
|
|
2022
Q3 | – | Sell |
-54
| Closed | -$4.45K | – | 1249 |
|
|
2022
Q2 | $4.45K | Buy |
+54
| New | +$4.45K | ﹤0.01% | 1037 |
|
|
2019
Q2 | – | Sell |
-24
| Closed | -$972 | – | 795 |
|
|
2019
Q1 | $972 | Buy |
+24
| New | +$972 | ﹤0.01% | 684 |
|