Circle Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $753K | Sell |
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|
2023
Q4 | $784K | Sell |
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|
2023
Q3 | $737K | Buy |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $492K | Hold |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $495K | Hold |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.06M | Hold |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $1.76M | Hold |
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|
2019
Q3 | $1.55M | Sell |
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|
2019
Q2 | $1.64M | Sell |
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|
2019
Q1 | $2.46M | Buy |
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