Elevation 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 | $628K | Hold |
3,068
| – | – | 0.25% | 58 |
|
|
2025
Q1 | $524K | Sell |
3,068
-54
| -2% | -$9.22K | 0.23% | 66 |
|
|
2024
Q4 | $568K | Buy |
3,122
+6
| +0.2% | +$1.09K | 0.24% | 63 |
|
|
2024
Q3 | $533K | Sell |
3,116
-450
| -13% | -$76.9K | 0.23% | 68 |
|
|
2024
Q2 | $604K | Hold |
3,566
| – | – | 0.29% | 55 |
|
|
2024
Q1 | $507K | Sell |
3,566
-800
| -18% | -$114K | 0.25% | 67 |
|
|
2023
Q4 | $512K | Buy |
4,366
+3,130
| +253% | +$367K | 0.31% | 57 |
|
|
2023
Q3 | $145K | Hold |
1,236
| – | – | 0.13% | 74 |
|
|
2023
Q2 | $158K | Hold |
1,236
| – | – | 0.13% | 74 |
|
|
2023
Q1 | $123K | Buy |
+1,236
| New | +$123K | 0.11% | 85 |
|