Circle 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 | $2.28M | Sell |
11,129
-74
| -0.7% | -$15.1K | 0.05% | 70 |
|
|
2025
Q1 | $1.91M | Buy |
11,203
+85
| +0.8% | +$14.5K | 0.04% | 73 |
|
|
2024
Q4 | $2.02M | Sell |
11,118
-138
| -1% | -$25.1K | 0.04% | 69 |
|
|
2024
Q3 | $1.92M | Buy |
11,256
+4,372
| +64% | +$747K | 0.04% | 73 |
|
|
2024
Q2 | $1.17M | Buy |
6,884
+1,586
| +30% | +$269K | 0.03% | 88 |
|
|
2024
Q1 | $753K | Sell |
5,298
-18
| -0.3% | -$2.56K | 0.02% | 118 |
|
|
2023
Q4 | $784K | Sell |
5,316
-974
| -15% | -$144K | 0.02% | 104 |
|
|
2023
Q3 | $737K | Buy |
6,290
+1,280
| +26% | +$150K | 0.02% | 100 |
|
|
2023
Q2 | $640K | Buy |
5,010
+88
| +2% | +$11.2K | 0.08% | 86 |
|
|
2023
Q1 | $492K | Hold |
4,922
| – | – | 0.07% | 97 |
|
|
2022
Q4 | $343K | Buy |
4,922
+56
| +1% | +$3.91K | 0.05% | 125 |
|
|
2022
Q3 | $399K | Buy |
4,866
+48
| +1% | +$3.94K | 0.07% | 111 |
|
|
2022
Q2 | $397K | Buy |
4,818
+48
| +1% | +$3.96K | 0.06% | 116 |
|
|
2022
Q1 | $495K | Hold |
4,770
| – | – | 0.07% | 125 |
|
|
2021
Q4 | $443K | Buy |
+4,770
| New | +$443K | 0.06% | 134 |
|
|
2021
Q1 | – | Sell |
-34,770
| Closed | -$2.06M | – | 203 |
|
|
2020
Q4 | $2.06M | Hold |
34,770
| – | – | 0.29% | 41 |
|
|
2020
Q3 | $1.42M | Buy |
34,770
+270
| +0.8% | +$11K | 0.23% | 47 |
|
|
2020
Q2 | $1.32M | Sell |
34,500
-6,000
| -15% | -$230K | 0.23% | 49 |
|
|
2020
Q1 | $1.11M | Sell |
40,500
-5,100
| -11% | -$139K | 0.22% | 56 |
|
|
2019
Q4 | $1.76M | Hold |
45,600
| – | – | 0.3% | 35 |
|
|
2019
Q3 | $1.55M | Sell |
45,600
-2,700
| -6% | -$91.7K | 0.33% | 38 |
|
|
2019
Q2 | $1.64M | Sell |
48,300
-12,600
| -21% | -$428K | 0.36% | 35 |
|
|
2019
Q1 | $2.47M | Buy |
+60,900
| New | +$2.47M | 0.55% | 23 |
|