Cornerstone Wealth Management’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 | $502K | Hold |
2,455
| – | – | 0.03% | 393 |
|
2025
Q1 | $419K | Buy |
2,455
+285
| +13% | +$48.6K | 0.03% | 408 |
|
2024
Q4 | $395K | Buy |
2,170
+124
| +6% | +$22.6K | 0.03% | 397 |
|
2024
Q3 | $350K | Buy |
2,046
+222
| +12% | +$37.9K | 0.02% | 424 |
|
2024
Q2 | $309K | Buy |
+1,824
| New | +$309K | 0.02% | 430 |
|
2023
Q4 | – | Sell |
-3,208
| Closed | -$376K | – | 559 |
|
2023
Q3 | $376K | Buy |
+3,208
| New | +$376K | 0.04% | 372 |
|
2023
Q2 | – | Sell |
-2,110
| Closed | -$211K | – | 518 |
|
2023
Q1 | $211K | Buy |
+2,110
| New | +$211K | 0.02% | 441 |
|