Drive Wealth Management’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
$590K Sell
2,884
-21
-0.7% -$4.3K 0.13% 141
2025
Q1
$496K Buy
2,905
+937
+48% +$160K 0.12% 138
2024
Q4
$358K Buy
1,968
+112
+6% +$20.4K 0.09% 181
2024
Q3
$317K Buy
1,856
+76
+4% +$13K 0.08% 200
2024
Q2
$302K Buy
1,780
+88
+5% +$14.9K 0.08% 194
2024
Q1
$240K Buy
1,692
+126
+8% +$17.9K 0.07% 251
2023
Q4
$231K Buy
+1,566
New +$231K 0.07% 250