CWM
CMH Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81M | Sell |
47,915
-1,923
| -4% | -$394K | 2.28% | 13 |
|
|
2025
Q1 | $8.5M | Sell |
49,838
-527
| -1% | -$89.9K | 2.13% | 20 |
|
|
2024
Q4 | $9.16M | Buy |
50,365
+25,310
| +101% | +$4.61M | 2.1% | 17 |
|
|
2024
Q3 | $8.56M | Buy |
25,055
+427
| +2% | +$146K | 2.01% | 19 |
|
|
2024
Q2 | $8.35M | Sell |
24,628
-378
| -2% | -$128K | 2.05% | 19 |
|
|
2024
Q1 | $7.1M | Sell |
25,006
-17,844
| -42% | -$5.07M | 1.81% | 22 |
|
|
2023
Q4 | $12.6M | Sell |
42,850
-2,981
| -7% | -$879K | 3.06% | 11 |
|
|
2023
Q3 | $10.7M | Sell |
45,831
-11,127
| -20% | -$2.61M | 3% | 12 |
|
|
2023
Q2 | $14.6M | Buy |
56,958
+1,285
| +2% | +$328K | 3.91% | 5 |
|
|
2023
Q1 | $11.1M | Buy |
55,673
+28,805
| +107% | +$5.75M | 3.21% | 9 |
|
|
2022
Q4 | $3.75M | Buy |
26,868
+531
| +2% | +$74.1K | 1.2% | 37 |
|
|
2022
Q3 | $4.31M | Buy |
26,337
+17,772
| +207% | +$2.91M | 1.58% | 27 |
|
|
2022
Q2 | $4.23M | Buy |
8,565
+299
| +4% | +$148K | 1.53% | 23 |
|
|
2022
Q1 | $5.15M | Sell |
8,266
-7,320
| -47% | -$4.56M | 1.58% | 22 |
|
|
2021
Q4 | $8.68M | Buy |
15,586
+54
| +0.3% | +$30.1K | 2.62% | 10 |
|
|
2021
Q3 | $7.44M | Buy |
15,532
+121
| +0.8% | +$58K | 2.44% | 14 |
|
|
2021
Q2 | $5.72M | Buy |
15,411
+421
| +3% | +$156K | 1.91% | 21 |
|
|
2021
Q1 | $4.83M | Sell |
14,990
-8,404
| -36% | -$2.71M | 1.82% | 23 |
|
|
2020
Q4 | $8.31M | Sell |
23,394
-44
| -0.2% | -$15.6K | 3.04% | 9 |
|
|
2020
Q3 | $5.74M | Buy |
23,438
+1,013
| +5% | +$248K | 2.45% | 12 |
|
|
2020
Q2 | $5.15M | Buy |
22,425
+252
| +1% | +$57.9K | 2.46% | 12 |
|
|
2020
Q1 | $3.64M | Buy |
+22,173
| New | +$3.64M | 2.12% | 16 |
|