Bay Harbor 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 | $10.4K | Buy |
51
+10
| +24% | +$2.05K | ﹤0.01% | 144 |
|
|
2025
Q1 | $7K | Buy |
41
+5
| +14% | +$853 | ﹤0.01% | 131 |
|
|
2024
Q4 | $6.55K | Hold |
36
| – | – | ﹤0.01% | 131 |
|
|
2024
Q3 | $6.15K | Hold |
36
| – | – | ﹤0.01% | 126 |
|
|
2024
Q2 | $6.1K | Hold |
36
| – | – | ﹤0.01% | 123 |
|
|
2024
Q1 | $5.11K | Sell |
36
-332
| -90% | -$47.2K | ﹤0.01% | 128 |
|
|
2023
Q4 | $54.3K | Buy |
+368
| New | +$54.3K | 0.02% | 99 |
|
|
2020
Q1 | – | Sell |
-24
| Closed | -$1K | – | 391 |
|
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 321 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 339 |
|
|
2019
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 337 |
|