Elk River 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 | $10.7M | Sell |
52,121
-838
| -2% | -$171K | 1.84% | 17 |
|
|
2025
Q1 | $9.04M | Buy |
52,959
+466
| +0.9% | +$79.5K | 1.69% | 16 |
|
|
2024
Q4 | $9.55M | Buy |
52,493
+55
| +0.1% | +$10K | 1.73% | 15 |
|
|
2024
Q3 | $8.96M | Buy |
52,438
+676
| +1% | +$116K | 1.63% | 17 |
|
|
2024
Q2 | $8.77M | Buy |
51,762
+196
| +0.4% | +$33.2K | 1.72% | 18 |
|
|
2024
Q1 | $7.33M | Sell |
51,566
-4,492
| -8% | -$638K | 1.49% | 20 |
|
|
2023
Q4 | $8.27M | Buy |
56,058
+266
| +0.5% | +$39.2K | 1.59% | 18 |
|
|
2023
Q3 | $6.54M | Buy |
55,792
+860
| +2% | +$101K | 1.45% | 24 |
|
|
2023
Q2 | $7.02M | Sell |
54,932
-1,758
| -3% | -$225K | 1.5% | 22 |
|
|
2023
Q1 | $5.66M | Buy |
56,690
+1,920
| +4% | +$192K | 1.28% | 27 |
|
|
2022
Q4 | $3.82M | Buy |
+54,770
| New | +$3.82M | 0.93% | 36 |
|