Bogart Wealth LLC’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 | $14.9M | Buy |
72,711
+2,477
| +4% | +$507K | 0.64% | 30 |
|
|
2025
Q1 | $12M | Sell |
70,234
-4,505
| -6% | -$769K | 0.57% | 38 |
|
|
2024
Q4 | $13.6M | Buy |
74,739
+865
| +1% | +$157K | 0.64% | 31 |
|
|
2024
Q3 | $12.6M | Buy |
73,874
+676
| +0.9% | +$116K | 0.6% | 35 |
|
|
2024
Q2 | $12.4M | Buy |
73,198
+12,684
| +21% | +$2.15M | 0.63% | 27 |
|
|
2024
Q1 | $8.6M | Sell |
60,514
-3,556
| -6% | -$505K | 0.44% | 56 |
|
|
2023
Q4 | $9.45M | Sell |
64,070
-9,800
| -13% | -$1.44M | 0.53% | 42 |
|
|
2023
Q3 | $8.66M | Buy |
73,870
+17,026
| +30% | +$2M | 0.53% | 45 |
|
|
2023
Q2 | $7.26M | Buy |
56,844
+938
| +2% | +$120K | 0.46% | 52 |
|
|
2023
Q1 | $5.58M | Buy |
55,906
+1,318
| +2% | +$132K | 0.37% | 66 |
|
|
2022
Q4 | $3.81M | Buy |
54,588
+6,002
| +12% | +$419K | 0.27% | 82 |
|
|
2022
Q3 | $3.98M | Sell |
48,586
-9,848
| -17% | -$807K | 0.33% | 65 |
|
|
2022
Q2 | $4.81M | Buy |
58,434
+3,870
| +7% | +$319K | 0.42% | 48 |
|
|
2022
Q1 | $5.66M | Buy |
54,564
+2,784
| +5% | +$289K | 0.48% | 44 |
|
|
2021
Q4 | $4.81M | Buy |
51,780
+14,856
| +40% | +$1.38M | 0.43% | 47 |
|
|
2021
Q3 | $2.95M | Buy |
36,924
+4,932
| +15% | +$394K | 0.3% | 58 |
|
|
2021
Q2 | $1.98M | Buy |
31,992
+4,698
| +17% | +$290K | 0.22% | 84 |
|
|
2021
Q1 | $1.47M | Buy |
27,294
+6,054
| +29% | +$325K | 0.2% | 90 |
|
|
2020
Q4 | $1.26M | Buy |
21,240
+4,008
| +23% | +$237K | 0.23% | 74 |
|
|
2020
Q3 | $702K | Buy |
17,232
+2,724
| +19% | +$111K | 0.16% | 90 |
|
|
2020
Q2 | $555K | Buy |
14,508
+2,922
| +25% | +$112K | 0.13% | 88 |
|
|
2020
Q1 | $317K | Buy |
11,586
+3,612
| +45% | +$98.8K | 0.09% | 100 |
|
|
2019
Q4 | $307K | Buy |
7,974
+480
| +6% | +$18.5K | 0.1% | 100 |
|
|
2019
Q3 | $255K | Buy |
7,494
+648
| +9% | +$22.1K | 0.13% | 86 |
|
|
2019
Q2 | $232K | Buy |
+6,846
| New | +$232K | 0.14% | 85 |
|