Capstone Wealth Management Group (Pennsylvania)’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 | – | Sell |
-9,766
| Closed | -$1.67M | – | 62 |
|
|
2025
Q1 | $1.67M | Sell |
9,766
-6,290
| -39% | -$1.07M | 0.95% | 27 |
|
|
2024
Q4 | $2.92M | Buy |
16,056
+3,416
| +27% | +$622K | 1.56% | 19 |
|
|
2024
Q3 | $2.16M | Buy |
12,640
+1,830
| +17% | +$313K | 1.28% | 22 |
|
|
2024
Q2 | $1.83M | Buy |
10,810
+746
| +7% | +$126K | 1.2% | 25 |
|
|
2024
Q1 | $1.43M | Buy |
10,064
+7,776
| +340% | +$1.1M | 1.03% | 24 |
|
|
2023
Q4 | $337K | Buy |
+2,288
| New | +$337K | 0.32% | 48 |
|