Conservest Capital Advisors’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 | $385K | Hold |
1,880
| – | – | 0.04% | 89 |
|
|
2025
Q1 | $321K | Sell |
1,880
-20
| -1% | -$3.41K | 0.03% | 85 |
|
|
2024
Q4 | $346K | Sell |
1,900
-178
| -9% | -$32.4K | 0.04% | 83 |
|
|
2024
Q3 | $295K | Hold |
2,078
| – | – | 0.03% | 85 |
|
|
2024
Q2 | $295K | Hold |
2,078
| – | – | 0.03% | 84 |
|
|
2024
Q1 | $295K | Buy |
2,078
+142
| +7% | +$20.2K | 0.03% | 85 |
|
|
2023
Q4 | $285K | Sell |
1,936
-134
| -6% | -$19.8K | 0.03% | 88 |
|
|
2023
Q3 | $243K | Hold |
2,070
| – | – | 0.03% | 87 |
|
|
2023
Q2 | $264K | Sell |
2,070
-228
| -10% | -$29.1K | 0.03% | 84 |
|
|
2023
Q1 | $230K | Buy |
+2,298
| New | +$230K | 0.03% | 87 |
|
|
2022
Q2 | – | Sell |
-2,070
| Closed | -$215K | – | 97 |
|
|
2022
Q1 | $215K | Buy |
+2,070
| New | +$215K | 0.02% | 81 |
|