Cassaday & Co Wealth Management’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 | $1.19M | Buy |
5,793
+193
| +3% | +$39.5K | 0.03% | 111 |
|
|
2025
Q1 | $956K | Sell |
5,600
-120
| -2% | -$20.5K | 0.03% | 124 |
|
|
2024
Q4 | $1.04M | Buy |
5,720
+2,212
| +63% | +$402K | 0.03% | 113 |
|
|
2024
Q3 | $600K | Buy |
3,508
+92
| +3% | +$15.7K | 0.02% | 166 |
|
|
2024
Q2 | $579K | Buy |
3,416
+320
| +10% | +$54.2K | 0.02% | 157 |
|
|
2024
Q1 | $440K | Buy |
3,096
+42
| +1% | +$5.97K | 0.01% | 181 |
|
|
2023
Q4 | $450K | Buy |
3,054
+516
| +20% | +$76.1K | 0.02% | 169 |
|
|
2023
Q3 | $298K | Buy |
2,538
+36
| +1% | +$4.22K | 0.01% | 191 |
|
|
2023
Q2 | $320K | Buy |
+2,502
| New | +$320K | 0.01% | 192 |
|