Concentrum 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 | $379K | Sell |
1,852
-48
| -3% | -$9.82K | 0.12% | 50 |
|
|
2025
Q1 | $324K | Sell |
1,900
-546
| -22% | -$93.2K | 0.12% | 61 |
|
|
2024
Q4 | $445K | Buy |
2,446
+26
| +1% | +$4.73K | 0.16% | 52 |
|
|
2024
Q3 | $414K | Buy |
2,420
+2
| +0.1% | +$342 | 0.16% | 50 |
|
|
2024
Q2 | $410K | Sell |
2,418
-68
| -3% | -$11.5K | 0.17% | 48 |
|
|
2024
Q1 | $353K | Buy |
2,486
+800
| +47% | +$114K | 0.16% | 50 |
|
|
2023
Q4 | $249K | Buy |
+1,686
| New | +$249K | 0.13% | 58 |
|