Beaird Harris 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 | $76.1K | Buy |
372
+18
| +5% | +$3.68K | 0.01% | 213 |
|
|
2025
Q1 | $60.4K | Hold |
354
| – | – | 0.01% | 208 |
|
|
2024
Q4 | $64.4K | Buy |
354
+210
| +146% | +$38.2K | 0.01% | 205 |
|
|
2024
Q3 | $24.6K | Hold |
144
| – | – | ﹤0.01% | 279 |
|
|
2024
Q2 | $24.4K | Hold |
144
| – | – | ﹤0.01% | 284 |
|
|
2024
Q1 | $20.5K | Hold |
144
| – | – | ﹤0.01% | 278 |
|
|
2023
Q4 | $21.2K | Buy |
144
+84
| +140% | +$12.4K | ﹤0.01% | 258 |
|
|
2023
Q3 | $7.03K | Sell |
60
-60
| -50% | -$7.03K | ﹤0.01% | 288 |
|
|
2023
Q2 | $15.3K | Hold |
120
| – | – | ﹤0.01% | 244 |
|
|
2023
Q1 | $12K | Sell |
120
-68
| -36% | -$6.79K | ﹤0.01% | 256 |
|
|
2022
Q4 | $13.1K | Buy |
188
+68
| +57% | +$4.74K | ﹤0.01% | 299 |
|
|
2022
Q3 | $10K | Hold |
120
| – | – | ﹤0.01% | 280 |
|
|
2022
Q2 | $10K | Hold |
120
| – | – | ﹤0.01% | 250 |
|
|
2022
Q1 | $12K | Hold |
120
| – | – | ﹤0.01% | 308 |
|
|
2021
Q4 | $11K | Buy |
+120
| New | +$11K | ﹤0.01% | 393 |
|