Capital Advisors 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 | $2.17M | Buy |
10,592
+180
| +2% | +$36.8K | 0.34% | 57 |
|
|
2025
Q1 | $1.78M | Buy |
10,412
+284
| +3% | +$48.5K | 0.31% | 52 |
|
|
2024
Q4 | $1.84M | Buy |
10,128
+1,360
| +16% | +$247K | 0.33% | 48 |
|
|
2024
Q3 | $1.5M | Buy |
8,768
+238
| +3% | +$40.7K | 0.28% | 50 |
|
|
2024
Q2 | $1.45M | Buy |
8,530
+1,058
| +14% | +$179K | 0.29% | 49 |
|
|
2024
Q1 | $1.06M | Buy |
7,472
+5,564
| +292% | +$790K | 0.22% | 54 |
|
|
2023
Q4 | $281K | Buy |
1,908
+2
| +0.1% | +$295 | 0.06% | 111 |
|
|
2023
Q3 | $223K | Buy |
1,906
+68
| +4% | +$7.97K | 0.06% | 121 |
|
|
2023
Q2 | $235K | Buy |
+1,838
| New | +$235K | 0.06% | 119 |
|
|
2022
Q2 | – | Sell |
-2,424
| Closed | -$251K | – | 125 |
|
|
2022
Q1 | $251K | Sell |
2,424
-24
| -1% | -$2.49K | 0.08% | 102 |
|
|
2021
Q4 | $227K | Buy |
+2,448
| New | +$227K | 0.07% | 109 |
|