Concord Wealth Partners’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
+705
| +13% | +$144K | 0.18% | 114 |
|
|
2025
Q1 | $933K | Buy |
5,467
+80
| +1% | +$13.7K | 0.15% | 119 |
|
|
2024
Q4 | $980K | Buy |
5,387
+525
| +11% | +$95.5K | 0.16% | 104 |
|
|
2024
Q3 | $831K | Buy |
4,862
+258
| +6% | +$44.1K | 0.14% | 106 |
|
|
2024
Q2 | $780K | Buy |
4,604
+546
| +13% | +$92.6K | 0.14% | 113 |
|
|
2024
Q1 | $577K | Buy |
4,058
+460
| +13% | +$65.4K | 0.1% | 132 |
|
|
2023
Q4 | $530K | Buy |
3,598
+1,046
| +41% | +$154K | 0.11% | 120 |
|
|
2023
Q3 | $299K | Buy |
2,552
+1,676
| +191% | +$196K | 0.06% | 155 |
|
|
2023
Q2 | $112K | Buy |
+876
| New | +$112K | 0.02% | 264 |
|
|
2023
Q1 | – | Sell |
-852
| Closed | -$59.4K | – | 1160 |
|
|
2022
Q4 | $59.4K | Buy |
+852
| New | +$59.4K | 0.02% | 345 |
|
|
2022
Q3 | – | Sell |
-972
| Closed | -$80K | – | 830 |
|
|
2022
Q2 | $80K | Sell |
972
-1,860
| -66% | -$153K | 0.02% | 294 |
|
|
2022
Q1 | $294K | Buy |
2,832
+180
| +7% | +$18.7K | 0.08% | 138 |
|
|
2021
Q4 | $246K | Buy |
2,652
+2,190
| +474% | +$203K | 0.06% | 160 |
|
|
2021
Q3 | $37K | Sell |
462
-1,854
| -80% | -$148K | 0.02% | 272 |
|
|
2021
Q2 | $143K | Buy |
2,316
+510
| +28% | +$31.5K | 0.04% | 179 |
|
|
2021
Q1 | $97K | Buy |
1,806
+954
| +112% | +$51.2K | 0.03% | 224 |
|
|
2020
Q4 | $50K | Buy |
+852
| New | +$50K | 0.04% | 206 |
|