Elite 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
Q1 | – | Sell |
-1,346
| Closed | -$245K | – | 37 |
|
|
2024
Q4 | $245K | Buy |
1,346
+2
| +0.1% | +$364 | 0.03% | 33 |
|
|
2024
Q3 | $230K | Sell |
1,344
-234
| -15% | -$40K | 0.03% | 37 |
|
|
2024
Q2 | $267K | Sell |
1,578
-33,412
| -95% | -$5.66M | 0.01% | 39 |
|
|
2024
Q1 | $4.97M | Sell |
34,990
-8,968
| -20% | -$1.27M | 0.18% | 15 |
|
|
2023
Q4 | $6.48M | Sell |
43,958
-1,856
| -4% | -$274K | 0.4% | 9 |
|
|
2023
Q3 | $5.37M | Buy |
45,814
+4,500
| +11% | +$527K | 0.39% | 12 |
|
|
2023
Q2 | $5.28M | Buy |
+41,314
| New | +$5.28M | 0.41% | 10 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 363 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 499 |
|