Capital Advisors Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.12M | Sell |
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|
2025
Q2 | $2.17M | Buy |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $227K | Buy |
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