Concord Asset Management (Virginia)’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 | $1.26M | Buy |
6,172
+95
| +2% | +$19.4K | 0.19% | 114 |
|
|
2025
Q1 | $1.02M | Buy |
6,077
+605
| +11% | +$102K | 0.23% | 94 |
|
|
2024
Q4 | $996K | Buy |
5,472
+398
| +8% | +$72.4K | 0.22% | 83 |
|
|
2024
Q3 | $867K | Buy |
5,074
+450
| +10% | +$76.9K | 0.2% | 80 |
|
|
2024
Q2 | $784K | Buy |
4,624
+602
| +15% | +$102K | 0.19% | 88 |
|
|
2024
Q1 | $571K | Buy |
4,022
+516
| +15% | +$73.3K | 0.15% | 98 |
|
|
2023
Q4 | $517K | Buy |
3,506
+1,246
| +55% | +$184K | 0.15% | 91 |
|
|
2023
Q3 | $265K | Buy |
+2,260
| New | +$265K | 0.09% | 111 |
|