CMH 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.5M | Sell |
57,173
-2,949
| -5% | -$675K | 2.97% | 9 |
|
|
2026
Q1 | $9.64M | Buy |
60,122
+12,807
| +27% | +$2.15M | 1.65% | 19 |
|
|
2025
Q4 | $8.72M | Sell |
47,315
-877
| -2% | -$177K | 1.87% | 21 |
|
|
2025
Q3 | $9.81M | Buy |
48,192
+277
| +0.6% | +$53K | 2.09% | 20 |
|
|
2025
Q2 | $9.81M | Sell |
47,915
-1,923
| -4% | -$357K | 2.28% | 13 |
|
|
2025
Q1 | $8.5M | Sell |
49,838
-527
| -1% | -$97.5K | 2.13% | 20 |
|
|
2024
Q4 | $9.16M | Buy |
50,365
+255
| +0.5% | +$48.2K | 2.1% | 17 |
|
|
2024
Q3 | $8.56M | Buy |
50,110
+854
| +2% | +$144K | 2.01% | 19 |
|
|
2024
Q2 | $8.35M | Sell |
49,256
-756
| -2% | -$113K | 2.05% | 19 |
|
|
2024
Q1 | $7.1M | Sell |
50,012
-35,688
| -42% | -$5.63M | 1.81% | 22 |
|
|
2023
Q4 | $12.6M | Sell |
85,700
-5,962
| -7% | -$797K | 3.06% | 11 |
|
|
2023
Q3 | $10.7M | Sell |
91,662
-22,254
| -20% | -$2.63M | 3% | 12 |
|
|
2023
Q2 | $14.6M | Buy |
113,916
+2,570
| +2% | +$267K | 3.91% | 5 |
|
|
2023
Q1 | $11.1M | Buy |
111,346
+57,610
| +107% | +$4.88M | 3.21% | 9 |
|
|
2022
Q4 | $3.75M | Buy |
53,736
+1,062
| +2% | +$85.3K | 1.2% | 37 |
|
|
2022
Q3 | $4.31M | Buy |
52,674
+1,284
| +2% | +$111K | 1.58% | 27 |
|
|
2022
Q2 | $4.23M | Buy |
51,390
+1,794
| +4% | +$159K | 1.53% | 23 |
|
|
2022
Q1 | $5.15M | Sell |
49,596
-43,920
| -47% | -$3.93M | 1.58% | 22 |
|
|
2021
Q4 | $8.68M | Buy |
93,516
+324
| +0.3% | +$28K | 2.62% | 10 |
|
|
2021
Q3 | $7.44M | Buy |
93,192
+726
| +0.8% | +$51K | 2.44% | 14 |
|
|
2021
Q2 | $5.72M | Buy |
92,466
+2,526
| +3% | +$150K | 1.91% | 21 |
|
|
2021
Q1 | $4.83M | Sell |
89,940
-50,424
| -36% | -$3M | 1.82% | 23 |
|
|
2020
Q4 | $8.31M | Sell |
140,364
-264
| -0.2% | -$12.3K | 3.04% | 9 |
|
|
2020
Q3 | $5.74M | Buy |
140,628
+6,078
| +5% | +$253K | 2.45% | 12 |
|
|
2020
Q2 | $5.15M | Buy |
134,550
+1,512
| +1% | +$53.3K | 2.46% | 12 |
|
|
2020
Q1 | $3.63M | Buy |
+133,038
| New | +$4.64M | 2.12% | 16 |
|
Other funds holding PANW
DC
CRM
MJRIC
CNB
AIM
EB
CTA