CreativeOne 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 | $5.6M | Buy |
27,348
+2,378
| +10% | +$487K | 0.15% | 137 |
|
|
2025
Q1 | $4.26M | Buy |
24,970
+5,298
| +27% | +$904K | 0.13% | 160 |
|
|
2024
Q4 | $3.58M | Sell |
19,672
-392
| -2% | -$71.3K | 0.11% | 174 |
|
|
2024
Q3 | $3.43M | Buy |
20,064
+1,214
| +6% | +$207K | 0.12% | 165 |
|
|
2024
Q2 | $3.2M | Sell |
18,850
-128
| -0.7% | -$21.7K | 0.16% | 127 |
|
|
2024
Q1 | $2.7M | Buy |
18,978
+10,604
| +127% | +$1.51M | 0.11% | 175 |
|
|
2023
Q4 | $1.23M | Buy |
8,374
+862
| +11% | +$127K | 0.08% | 220 |
|
|
2023
Q3 | $881K | Sell |
7,512
-3,820
| -34% | -$448K | 0.06% | 251 |
|
|
2023
Q2 | $1.45M | Buy |
11,332
+3,102
| +38% | +$396K | 0.07% | 263 |
|
|
2023
Q1 | $822K | Buy |
8,230
+4,534
| +123% | +$453K | 0.04% | 341 |
|
|
2022
Q4 | $258K | Buy |
3,696
+264
| +8% | +$18.4K | 0.01% | 626 |
|
|
2022
Q3 | $281K | Sell |
3,432
-24
| -0.7% | -$1.97K | 0.02% | 563 |
|
|
2022
Q2 | $285K | Sell |
3,456
-660
| -16% | -$54.4K | 0.02% | 578 |
|
|
2022
Q1 | $427K | Buy |
4,116
+654
| +19% | +$67.8K | 0.02% | 474 |
|
|
2021
Q4 | $321K | Sell |
3,462
-120
| -3% | -$11.1K | 0.02% | 576 |
|
|
2021
Q3 | $286K | Buy |
+3,582
| New | +$286K | 0.02% | 570 |
|