Calton & Associates’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 | $447K | Buy |
2,183
+83
| +4% | +$17K | 0.08% | 220 |
|
|
2025
Q1 | $358K | Buy |
+2,100
| New | +$358K | 0.08% | 219 |
|
|
2024
Q4 | – | Sell |
-2,188
| Closed | -$374K | – | 257 |
|
|
2024
Q3 | $374K | Buy |
2,188
+814
| +59% | +$139K | 0.14% | 146 |
|
|
2024
Q2 | $233K | Buy |
+1,374
| New | +$233K | 0.12% | 162 |
|
|
2023
Q4 | – | Sell |
-2,086
| Closed | -$245K | – | 271 |
|
|
2023
Q3 | $245K | Buy |
+2,086
| New | +$245K | 0.36% | 76 |
|