CVA Family Office’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 | $226K | Buy |
1,103
+83
| +8% | +$17K | 0.03% | 272 |
|
2025
Q1 | $174K | Buy |
1,020
+144
| +16% | +$24.6K | 0.03% | 301 |
|
2024
Q4 | $159K | Buy |
876
+316
| +56% | +$57.5K | 0.03% | 305 |
|
2024
Q3 | $95.7K | Buy |
560
+64
| +13% | +$10.9K | 0.02% | 383 |
|
2024
Q2 | $84.1K | Buy |
496
+16
| +3% | +$2.71K | 0.02% | 385 |
|
2024
Q1 | $68.2K | Buy |
480
+24
| +5% | +$3.41K | 0.01% | 429 |
|
2023
Q4 | $67.2K | Buy |
+456
| New | +$67.2K | 0.01% | 410 |
|
2023
Q3 | – | Sell |
-250
| Closed | -$31.9K | – | 731 |
|
2023
Q2 | $31.9K | Buy |
250
+146
| +140% | +$18.7K | 0.01% | 534 |
|
2023
Q1 | $10.4K | Buy |
104
+52
| +100% | +$5.19K | ﹤0.01% | 686 |
|
2022
Q4 | $3.63K | Buy |
52
+10
| +24% | +$698 | ﹤0.01% | 768 |
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 787 |
|
2022
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 804 |
|
2022
Q1 | $4K | Hold |
42
| – | – | ﹤0.01% | 808 |
|
2021
Q4 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 783 |
|
2021
Q3 | – | Sell |
-42
| Closed | -$3K | – | 727 |
|
2021
Q2 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 845 |
|