Claro Advisors’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 | $1.97M | Sell |
9,631
-704
| -7% | -$144K | 0.33% | 69 |
|
|
2025
Q1 | $1.76M | Sell |
10,335
-90
| -0.9% | -$15.4K | 0.24% | 73 |
|
|
2024
Q4 | $1.9M | Buy |
10,425
+599
| +6% | +$109K | 0.26% | 71 |
|
|
2024
Q3 | $1.68M | Buy |
9,826
+1,818
| +23% | +$311K | 0.22% | 92 |
|
|
2024
Q2 | $1.36M | Buy |
8,008
+1,360
| +20% | +$231K | 0.21% | 94 |
|
|
2024
Q1 | $944K | Buy |
6,648
+3,034
| +84% | +$431K | 0.16% | 141 |
|
|
2023
Q4 | $533K | Buy |
3,614
+876
| +32% | +$129K | 0.12% | 204 |
|
|
2023
Q3 | $321K | Buy |
2,738
+954
| +53% | +$112K | 0.08% | 265 |
|
|
2023
Q2 | $228K | Buy |
+1,784
| New | +$228K | 0.06% | 324 |
|
|
2019
Q1 | – | Sell |
-174
| Closed | -$7K | – | 696 |
|
|
2018
Q4 | $7K | Buy |
+174
| New | +$7K | 0.01% | 744 |
|