BWM
BigSur Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.89M | Buy |
43,460
+80
| +0.2% | +$16.4K | 2.25% | 8 |
|
|
2025
Q1 | $7.4M | Sell |
43,380
-2,400
| -5% | -$410K | 2.01% | 9 |
|
|
2024
Q4 | $8.33M | Buy |
45,780
+22,990
| +101% | +$4.18M | 2.38% | 8 |
|
|
2024
Q3 | $7.79M | Sell |
22,790
-65
| -0.3% | -$22.2K | 2.15% | 8 |
|
|
2024
Q2 | $7.75M | Buy |
22,855
+350
| +2% | +$119K | 2.37% | 7 |
|
|
2024
Q1 | $6.39M | Buy |
22,505
+11,800
| +110% | +$3.35M | 2% | 7 |
|
|
2023
Q4 | $3.16M | Buy |
10,705
+400
| +4% | +$118K | 1.5% | 15 |
|
|
2023
Q3 | $2.42M | Sell |
10,305
-250
| -2% | -$58.6K | 1.22% | 20 |
|
|
2023
Q2 | $2.7M | Buy |
10,555
+2,050
| +24% | +$524K | 1.29% | 21 |
|
|
2023
Q1 | $1.7M | Buy |
8,505
+2,000
| +31% | +$399K | 0.8% | 37 |
|
|
2022
Q4 | $908K | Buy |
6,505
+1,000
| +18% | +$140K | 0.44% | 58 |
|
|
2022
Q3 | $902K | Buy |
5,505
+3,170
| +136% | +$519K | 0.46% | 58 |
|
|
2022
Q2 | $1.15M | Hold |
2,335
| – | – | 0.54% | 51 |
|
|
2022
Q1 | $1.45M | Hold |
2,335
| – | – | 0.57% | 50 |
|
|
2021
Q4 | $1.3M | Buy |
2,335
+200
| +9% | +$111K | 0.51% | 55 |
|
|
2021
Q3 | $1.02M | Sell |
2,135
-1,300
| -38% | -$623K | 0.46% | 56 |
|
|
2021
Q2 | $1.28M | Buy |
3,435
+1,300
| +61% | +$483K | 0.58% | 45 |
|
|
2021
Q1 | $688K | Hold |
2,135
| – | – | 0.35% | 66 |
|
|
2020
Q4 | $759K | Hold |
2,135
| – | – | 0.43% | 61 |
|
|
2020
Q3 | $523K | Buy |
2,135
+650
| +44% | +$159K | 0.33% | 63 |
|
|
2020
Q2 | $341K | Sell |
1,485
-1,150
| -44% | -$264K | 0.24% | 71 |
|
|
2020
Q1 | $432K | Sell |
2,635
-50
| -2% | -$8.2K | 0.32% | 62 |
|
|
2019
Q4 | $621K | Sell |
2,685
-3,700
| -58% | -$856K | 0.35% | 58 |
|
|
2019
Q3 | $1.3M | Buy |
6,385
+3,750
| +142% | +$764K | 0.88% | 32 |
|
|
2019
Q2 | $542K | Hold |
2,635
| – | – | 0.38% | 57 |
|
|
2019
Q1 | $640K | Sell |
2,635
-1,200
| -31% | -$291K | 0.42% | 52 |
|
|
2018
Q4 | $722K | Buy |
3,835
+1,185
| +45% | +$223K | 0.51% | 40 |
|
|
2018
Q3 | $597K | Buy |
2,650
+1,500
| +130% | +$338K | 0.37% | 47 |
|
|
2018
Q2 | $236K | Sell |
1,150
-1,500
| -57% | -$308K | 0.17% | 88 |
|
|
2018
Q1 | $481K | Sell |
2,650
-500
| -16% | -$90.8K | 0.34% | 61 |
|
|
2017
Q4 | $457K | Buy |
+3,150
| New | +$457K | 0.45% | 49 |
|