BSW Wealth Partners’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 | $489K | Buy |
2,389
+595
| +33% | +$122K | 0.07% | 166 |
|
|
2025
Q1 | $306K | Buy |
1,794
+189
| +12% | +$32.3K | 0.05% | 229 |
|
|
2024
Q4 | $292K | Buy |
1,605
+347
| +28% | +$63.1K | 0.04% | 236 |
|
|
2024
Q3 | $215K | Buy |
+1,258
| New | +$215K | 0.03% | 275 |
|
|
2023
Q2 | – | Sell |
-9,050
| Closed | -$904K | – | 308 |
|
|
2023
Q1 | $904K | Sell |
9,050
-146
| -2% | -$14.6K | 0.19% | 75 |
|
|
2022
Q4 | $642K | Buy |
9,196
+1,010
| +12% | +$70.5K | 0.14% | 111 |
|
|
2022
Q3 | $670K | Sell |
8,186
-502
| -6% | -$41.1K | 0.16% | 81 |
|
|
2022
Q2 | $715K | Buy |
8,688
+882
| +11% | +$72.6K | 0.17% | 84 |
|
|
2022
Q1 | $810K | Sell |
7,806
-828
| -10% | -$85.9K | 0.2% | 74 |
|
|
2021
Q4 | $801K | Buy |
8,634
+672
| +8% | +$62.3K | 0.2% | 68 |
|
|
2021
Q3 | $636K | Buy |
7,962
+816
| +11% | +$65.2K | 0.18% | 78 |
|
|
2021
Q2 | $442K | Buy |
7,146
+1,974
| +38% | +$122K | 0.12% | 108 |
|
|
2021
Q1 | $278K | Sell |
5,172
-48
| -0.9% | -$2.58K | 0.08% | 152 |
|
|
2020
Q4 | $309K | Buy |
+5,220
| New | +$309K | 0.1% | 122 |
|
|
2020
Q1 | – | Sell |
-11,028
| Closed | -$425K | – | 129 |
|
|
2019
Q4 | $425K | Buy |
11,028
+9,486
| +615% | +$366K | 0.14% | 71 |
|
|
2019
Q3 | $52K | Buy |
1,542
+54
| +4% | +$1.82K | 0.02% | 120 |
|
|
2019
Q2 | $51K | Buy |
1,488
+60
| +4% | +$2.06K | 0.02% | 124 |
|
|
2019
Q1 | $58K | Buy |
+1,428
| New | +$58K | 0.02% | 97 |
|
|
2018
Q4 | – | Sell |
-8,880
| Closed | -$333K | – | 128 |
|
|
2018
Q3 | $333K | Buy |
+8,880
| New | +$333K | 0.13% | 70 |
|