Cyndeo Wealth Partners’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 | $3.28M | Buy |
16,038
+2,312
| +17% | +$473K | 0.19% | 128 |
|
|
2025
Q1 | $2.34M | Sell |
13,726
-1,360
| -9% | -$232K | 0.15% | 150 |
|
|
2024
Q4 | $2.75M | Buy |
15,086
+262
| +2% | +$47.7K | 0.19% | 139 |
|
|
2024
Q3 | $2.53M | Sell |
14,824
-8,038
| -35% | -$1.37M | 0.18% | 143 |
|
|
2024
Q2 | $3.88M | Buy |
22,862
+952
| +4% | +$161K | 0.3% | 94 |
|
|
2024
Q1 | $3.11M | Sell |
21,910
-3,450
| -14% | -$490K | 0.26% | 111 |
|
|
2023
Q4 | $3.74M | Sell |
25,360
-12,744
| -33% | -$1.88M | 0.35% | 91 |
|
|
2023
Q3 | $4.47M | Buy |
38,104
+3,058
| +9% | +$358K | 0.47% | 66 |
|
|
2023
Q2 | $4.48M | Buy |
35,046
+21,942
| +167% | +$2.8M | 0.47% | 60 |
|
|
2023
Q1 | $1.31M | Buy |
+13,104
| New | +$1.31M | 0.14% | 154 |
|