Carolinas Wealth Consulting’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 |
-1,722
| Closed | -$294K | – | 667 |
|
|
2025
Q1 | $294K | Sell |
1,722
-103
| -6% | -$17.6K | 0.06% | 145 |
|
|
2024
Q4 | $332K | Sell |
1,825
-15
| -0.8% | -$2.73K | 0.07% | 141 |
|
|
2024
Q3 | $314K | Buy |
1,840
+14
| +0.8% | +$2.39K | 0.06% | 147 |
|
|
2024
Q2 | $309K | Buy |
1,826
+4
| +0.2% | +$677 | 0.06% | 137 |
|
|
2024
Q1 | $259K | Sell |
1,822
-270
| -13% | -$38.4K | 0.05% | 145 |
|
|
2023
Q4 | $308K | Buy |
2,092
+200
| +11% | +$29.5K | 0.07% | 124 |
|
|
2023
Q3 | $230K | Sell |
1,892
-414
| -18% | -$50.3K | 0.06% | 134 |
|
|
2023
Q2 | $295K | Sell |
2,306
-506
| -18% | -$64.6K | 0.06% | 142 |
|
|
2023
Q1 | $281K | Buy |
2,812
+44
| +2% | +$4.39K | 0.06% | 143 |
|
|
2022
Q4 | $193K | Buy |
2,768
+514
| +23% | +$35.9K | 0.04% | 165 |
|
|
2022
Q3 | $185K | Sell |
2,254
-194
| -8% | -$15.9K | 0.05% | 163 |
|
|
2022
Q2 | $202K | Buy |
2,448
+150
| +7% | +$12.4K | 0.05% | 160 |
|
|
2022
Q1 | $238K | Buy |
2,298
+798
| +53% | +$82.6K | 0.05% | 152 |
|
|
2021
Q4 | $139K | Hold |
1,500
| – | – | 0.03% | 222 |
|
|
2021
Q3 | $120K | Hold |
1,500
| – | – | 0.03% | 221 |
|
|
2021
Q2 | $93K | Sell |
1,500
-270
| -15% | -$16.7K | 0.02% | 273 |
|
|
2021
Q1 | $95K | Hold |
1,770
| – | – | 0.02% | 263 |
|
|
2020
Q4 | $105K | Buy |
+1,770
| New | +$105K | 0.03% | 228 |
|