Capital Planning Advisors’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 | $1.15M | Sell |
5,601
-4
| -0.1% | -$819 | 0.17% | 72 |
|
|
2025
Q1 | $956K | Sell |
5,605
-321
| -5% | -$54.8K | 0.15% | 77 |
|
|
2024
Q4 | $1.08M | Sell |
5,926
-2
| -0% | -$364 | 0.17% | 78 |
|
|
2024
Q3 | $1.01M | Sell |
5,928
-172
| -3% | -$29.4K | 0.15% | 74 |
|
|
2024
Q2 | $1.03M | Sell |
6,100
-446
| -7% | -$75.6K | 0.18% | 74 |
|
|
2024
Q1 | $930K | Sell |
6,546
-202
| -3% | -$28.7K | 0.16% | 75 |
|
|
2023
Q4 | $995K | Hold |
6,748
| – | – | 0.19% | 74 |
|
|
2023
Q3 | $791K | Hold |
6,748
| – | – | 0.17% | 73 |
|
|
2023
Q2 | $862K | Buy |
6,748
+4,208
| +166% | +$538K | 0.17% | 74 |
|
|
2023
Q1 | $254K | Sell |
2,540
-988
| -28% | -$98.7K | 0.05% | 112 |
|
|
2022
Q4 | $246K | Buy |
+3,528
| New | +$246K | 0.06% | 111 |
|