Catalyst Private Wealth’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 |
-3,050
| Closed | -$520K | – | 81 |
|
|
2025
Q1 | $520K | Hold |
3,050
| – | – | 0.25% | 44 |
|
|
2024
Q4 | $555K | Hold |
3,050
| – | – | 0.25% | 48 |
|
|
2024
Q3 | $521K | Sell |
3,050
-20
| -0.7% | -$3.42K | 0.26% | 51 |
|
|
2024
Q2 | $520K | Sell |
3,070
-430
| -12% | -$72.9K | 0.28% | 51 |
|
|
2024
Q1 | $497K | Buy |
3,500
+1,498
| +75% | +$213K | 0.26% | 53 |
|
|
2023
Q4 | $295K | Buy |
2,002
+14
| +0.7% | +$2.06K | 0.14% | 64 |
|
|
2023
Q3 | $233K | Sell |
1,988
-12
| -0.6% | -$1.41K | 0.14% | 66 |
|
|
2023
Q2 | $256K | Sell |
2,000
-64
| -3% | -$8.18K | 0.16% | 66 |
|
|
2023
Q1 | $206K | Buy |
+2,064
| New | +$206K | 0.14% | 71 |
|