Carson Wealth (CWM LLC)’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
74,571
+14,661
| +24% | +$3M | 0.05% | 298 |
|
|
2025
Q1 | $10.2M | Buy |
59,910
+17,347
| +41% | +$2.96M | 0.04% | 345 |
|
|
2024
Q4 | $7.75M | Buy |
42,563
+8,917
| +27% | +$1.62M | 0.03% | 376 |
|
|
2024
Q3 | $5.75M | Buy |
33,646
+3,078
| +10% | +$526K | 0.02% | 415 |
|
|
2024
Q2 | $5.18M | Sell |
30,568
-2,810
| -8% | -$476K | 0.02% | 411 |
|
|
2024
Q1 | $4.74M | Buy |
33,378
+11,780
| +55% | +$1.67M | 0.02% | 428 |
|
|
2023
Q4 | $3.18M | Buy |
21,598
+2,920
| +16% | +$430K | 0.02% | 484 |
|
|
2023
Q3 | $2.19M | Buy |
18,678
+1,704
| +10% | +$200K | 0.01% | 524 |
|
|
2023
Q2 | $2.17M | Sell |
16,974
-114,326
| -87% | -$14.6M | 0.01% | 501 |
|
|
2023
Q1 | $13.1M | Buy |
131,300
+4,060
| +3% | +$405K | 0.09% | 187 |
|
|
2022
Q4 | $8.88M | Sell |
127,240
-21,006
| -14% | -$1.47M | 0.07% | 212 |
|
|
2022
Q3 | $12.1M | Sell |
148,246
-3,230
| -2% | -$265K | 0.1% | 169 |
|
|
2022
Q2 | $12.5M | Sell |
151,476
-128,652
| -46% | -$10.6M | 0.1% | 169 |
|
|
2022
Q1 | $29.1M | Sell |
280,128
-54,336
| -16% | -$5.64M | 0.21% | 91 |
|
|
2021
Q4 | $31M | Buy |
+334,464
| New | +$31M | 0.22% | 86 |
|
|
2021
Q2 | $19.5M | Hold |
315,510
| – | – | 0.16% | 137 |
|
|
2021
Q1 | $19.5M | Hold |
315,510
| – | – | 0.16% | 137 |
|
|
2020
Q4 | $19.5M | Hold |
315,510
| – | – | 0.16% | 137 |
|
|
2020
Q3 | $19.5M | Hold |
315,510
| – | – | 0.16% | 137 |
|
|
2020
Q2 | $19.5M | Hold |
315,510
| – | – | 0.16% | 137 |
|
|
2020
Q1 | $19.5M | Hold |
315,510
| – | – | 0.16% | 137 |
|
|
2019
Q4 | $19.5M | Hold |
315,510
| – | – | 0.16% | 137 |
|
|
2019
Q3 | $19.5M | Hold |
315,510
| – | – | 0.16% | 137 |
|
|
2019
Q2 | $19.5M | Hold |
315,510
| – | – | 0.16% | 137 |
|
|
2019
Q1 | $19.5M | Buy |
315,510
+312,528
| +10,480% | +$19.3M | 0.16% | 137 |
|
|
2018
Q4 | $94K | Buy |
2,982
+42
| +1% | +$1.32K | ﹤0.01% | 736 |
|
|
2018
Q3 | $110K | Buy |
2,940
+1,062
| +57% | +$39.7K | ﹤0.01% | 601 |
|
|
2018
Q2 | $64K | Sell |
1,878
-84
| -4% | -$2.86K | ﹤0.01% | 587 |
|
|
2018
Q1 | $59K | Buy |
1,962
+30
| +2% | +$902 | ﹤0.01% | 528 |
|
|
2017
Q4 | $47K | Sell |
1,932
-330
| -15% | -$8.03K | ﹤0.01% | 540 |
|
|
2017
Q3 | $54K | Buy |
2,262
+462
| +26% | +$11K | ﹤0.01% | 504 |
|
|
2017
Q2 | $40K | Hold |
1,800
| – | – | ﹤0.01% | 503 |
|
|
2017
Q1 | $34K | Buy |
+1,800
| New | +$34K | ﹤0.01% | 521 |
|
|
2016
Q4 | – | Sell |
-618
| Closed | -$16K | – | 1156 |
|
|
2016
Q3 | $16K | Buy |
+618
| New | +$16K | ﹤0.01% | 585 |
|