Corient Private Wealth’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 | $311M | Buy |
1,521,303
+989
| +0.1% | +$202K | 0.33% | 60 |
|
|
2025
Q1 | $259M | Buy |
1,520,314
+19,266
| +1% | +$3.29M | 0.42% | 44 |
|
|
2024
Q4 | $273M | Buy |
1,501,048
+46,266
| +3% | +$8.42M | 0.45% | 43 |
|
|
2024
Q3 | $249M | Buy |
1,454,782
+86,970
| +6% | +$14.9M | 0.39% | 49 |
|
|
2024
Q2 | $232M | Buy |
1,367,812
+42,720
| +3% | +$7.24M | 0.4% | 50 |
|
|
2024
Q1 | $188M | Buy |
1,325,092
+265,036
| +25% | +$37.7M | 0.34% | 60 |
|
|
2023
Q4 | $156M | Buy |
1,060,056
+287,416
| +37% | +$42.4M | 0.29% | 76 |
|
|
2023
Q3 | $90.6M | Buy |
772,640
+44,746
| +6% | +$5.25M | 0.21% | 115 |
|
|
2023
Q2 | $93M | Buy |
727,894
+121,150
| +20% | +$15.5M | 0.21% | 112 |
|
|
2023
Q1 | $60.6M | Buy |
606,744
+387,004
| +176% | +$38.7M | 0.16% | 140 |
|
|
2022
Q4 | $15.4M | Buy |
+219,740
| New | +$15.4M | 0.06% | 300 |
|