Creative Financial Designs’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 | $792K | Buy |
3,869
+291
| +8% | +$59.6K | 0.06% | 249 |
|
|
2025
Q1 | $611K | Buy |
3,578
+364
| +11% | +$62.1K | 0.05% | 262 |
|
|
2024
Q4 | $585K | Buy |
3,214
+166
| +5% | +$30.2K | 0.05% | 263 |
|
|
2024
Q3 | $521K | Hold |
3,048
| – | – | 0.04% | 283 |
|
|
2024
Q2 | $517K | Hold |
3,048
| – | – | 0.05% | 272 |
|
|
2024
Q1 | $433K | Buy |
3,048
+208
| +7% | +$29.6K | 0.04% | 284 |
|
|
2023
Q4 | $419K | Sell |
2,840
-798
| -22% | -$118K | 0.04% | 265 |
|
|
2023
Q3 | $426K | Buy |
3,638
+120
| +3% | +$14.1K | 0.05% | 240 |
|
|
2023
Q2 | $449K | Buy |
3,518
+1,300
| +59% | +$166K | 0.05% | 227 |
|
|
2023
Q1 | $222K | Buy |
2,218
+100
| +5% | +$9.99K | 0.03% | 316 |
|
|
2022
Q4 | $148K | Hold |
2,118
| – | – | 0.02% | 371 |
|
|
2022
Q3 | $173K | Buy |
2,118
+300
| +17% | +$24.5K | 0.03% | 319 |
|
|
2022
Q2 | $150K | Hold |
1,818
| – | – | 0.02% | 349 |
|
|
2022
Q1 | $189K | Hold |
1,818
| – | – | 0.03% | 318 |
|
|
2021
Q4 | $169K | Hold |
1,818
| – | – | 0.03% | 337 |
|
|
2021
Q3 | $145K | Buy |
1,818
+18
| +1% | +$1.44K | 0.02% | 375 |
|
|
2021
Q2 | $111K | Hold |
1,800
| – | – | 0.02% | 422 |
|
|
2021
Q1 | $97K | Hold |
1,800
| – | – | 0.02% | 417 |
|
|
2020
Q4 | $107K | Hold |
1,800
| – | – | 0.02% | 366 |
|
|
2020
Q3 | $73K | Hold |
1,800
| – | – | 0.02% | 400 |
|
|
2020
Q2 | $69K | Buy |
1,800
+1,200
| +200% | +$46K | 0.02% | 363 |
|
|
2020
Q1 | $16K | Buy |
+600
| New | +$16K | 0.01% | 313 |
|
|
2017
Q1 | – | Sell |
-3,000
| Closed | -$63K | – | 821 |
|
|
2016
Q4 | $63K | Buy |
+3,000
| New | +$63K | 0.05% | 207 |
|