Castleview Partners’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
Q1 | – | Sell |
-207
| Closed | -$37.4K | – | 440 |
|
|
2024
Q4 | $37.4K | Buy |
207
+83
| +67% | +$15K | 0.02% | 384 |
|
|
2024
Q3 | $21.2K | Sell |
124
-100
| -45% | -$17.1K | 0.01% | 441 |
|
|
2024
Q2 | $38K | Sell |
224
-438
| -66% | -$74.2K | 0.02% | 362 |
|
|
2024
Q1 | $94K | Buy |
662
+50
| +8% | +$7.1K | 0.05% | 262 |
|
|
2023
Q4 | $90.2K | Hold |
612
| – | – | 0.06% | 221 |
|
|
2023
Q3 | $71.7K | Sell |
612
-342
| -36% | -$40.1K | 0.07% | 208 |
|
|
2023
Q2 | $122K | Buy |
954
+342
| +56% | +$43.7K | 0.11% | 162 |
|
|
2023
Q1 | $61.1K | Hold |
612
| – | – | 0.05% | 247 |
|
|
2022
Q4 | $42.7K | Hold |
612
| – | – | 0.04% | 243 |
|
|
2022
Q3 | $50K | Sell |
612
-3,894
| -86% | -$318K | 0.05% | 254 |
|
|
2022
Q2 | $149 | Buy |
4,506
+3,414
| +313% | +$113 | ﹤0.01% | 746 |
|
|
2022
Q1 | $113K | Sell |
1,092
-553,440
| -100% | -$57.3M | 0.07% | 219 |
|
|
2021
Q4 | $166 | Buy |
+554,532
| New | +$166 | ﹤0.01% | 716 |
|