Clearstead Trust’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 | $2.55M | Buy |
12,461
+445
| +4% | +$91.1K | 0.48% | 36 |
|
|
2025
Q1 | $2.05M | Sell |
12,016
-380
| -3% | -$64.8K | 0.46% | 41 |
|
|
2024
Q4 | $2.26M | Sell |
12,396
-130
| -1% | -$23.7K | 0.49% | 34 |
|
|
2024
Q3 | $2.14M | Buy |
12,526
+364
| +3% | +$62.2K | 0.51% | 36 |
|
|
2024
Q2 | $2.06M | Buy |
+12,162
| New | +$2.06M | 0.51% | 35 |
|
|
2023
Q1 | – | Sell |
-986
| Closed | -$69K | – | 389 |
|
|
2022
Q4 | $69K | Buy |
+986
| New | +$69K | 0.02% | 209 |
|
|
2019
Q2 | – | Sell |
-504
| Closed | -$21K | – | 203 |
|
|
2019
Q1 | $21K | Buy |
+504
| New | +$21K | 0.02% | 151 |
|