Coppell Advisory Solutions’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 | $2.87M | Buy |
+14,308
| New | +$2.87M | 0.34% | 57 |
|
2025
Q1 | – | Sell |
-1,883
| Closed | -$347K | – | 1398 |
|
2024
Q4 | $347K | Buy |
1,883
+407
| +28% | +$75K | 0.05% | 199 |
|
2024
Q3 | $248K | Buy |
1,476
+490
| +50% | +$82.3K | 0.04% | 243 |
|
2024
Q2 | $167K | Buy |
+986
| New | +$167K | 0.03% | 291 |
|
2023
Q4 | $131K | Buy |
888
+128
| +17% | +$18.9K | 0.03% | 323 |
|
2023
Q3 | $53K | Sell |
760
-192
| -20% | -$13.4K | 0.02% | 287 |
|
2023
Q2 | $121K | Buy |
+952
| New | +$121K | 0.03% | 244 |
|
2023
Q1 | – | Sell |
-760
| Closed | -$53K | – | 795 |
|
2022
Q4 | $53K | Buy |
+760
| New | +$53K | 0.02% | 289 |
|