DWM
Dakota Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.33M | Buy |
45,583
+5,953
| +15% | +$1.22M | 0.2% | 102 |
|
|
2025
Q1 | $6.76M | Buy |
39,630
+1,697
| +4% | +$290K | 0.16% | 122 |
|
|
2024
Q4 | $6.9M | Buy |
37,933
+21,241
| +127% | +$3.87M | 0.16% | 122 |
|
|
2024
Q3 | $5.71M | Buy |
16,692
+931
| +6% | +$318K | 0.13% | 145 |
|
|
2024
Q2 | $5.34M | Sell |
15,761
-39,919
| -72% | -$13.5M | 0.13% | 148 |
|
|
2024
Q1 | $15.8M | Buy |
55,680
+32,615
| +141% | +$9.27M | 0.39% | 52 |
|
|
2023
Q4 | $6.8M | Buy |
23,065
+7,568
| +49% | +$2.23M | 0.26% | 101 |
|
|
2023
Q3 | $3.63M | Sell |
15,497
-26,153
| -63% | -$6.13M | 0.16% | 142 |
|
|
2023
Q2 | $10.6M | Buy |
41,650
+31,698
| +319% | +$8.1M | 0.5% | 52 |
|
|
2023
Q1 | $1.99M | Buy |
9,952
+7,122
| +252% | +$1.42M | 0.13% | 156 |
|
|
2022
Q4 | $395K | Sell |
2,830
-2,124
| -43% | -$296K | 0.03% | 395 |
|
|
2022
Q3 | $811K | Buy |
4,954
+4,214
| +569% | +$690K | 0.07% | 240 |
|
|
2022
Q2 | $365K | Sell |
740
-6,240
| -89% | -$3.08M | 0.03% | 335 |
|
|
2022
Q1 | $4.35M | Buy |
6,980
+2,630
| +60% | +$1.64M | 0.35% | 83 |
|
|
2021
Q4 | $2.42M | Buy |
4,350
+2,603
| +149% | +$1.45M | 0.26% | 103 |
|
|
2021
Q3 | $837K | Buy |
+1,747
| New | +$837K | 0.1% | 171 |
|