Ellevest Inc’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 | $272K | Buy |
+1,327
| New | +$272K | 0.04% | 321 |
|
|
2023
Q2 | – | Sell |
-894
| Closed | -$89.3K | – | 1257 |
|
|
2023
Q1 | $89.3K | Buy |
894
+52
| +6% | +$5.19K | 0.01% | 478 |
|
|
2022
Q4 | $58.7K | Sell |
842
-340
| -29% | -$23.7K | ﹤0.01% | 566 |
|
|
2022
Q3 | $97K | Sell |
1,182
-570
| -33% | -$46.8K | 0.01% | 423 |
|
|
2022
Q2 | $144K | Buy |
1,752
+120
| +7% | +$9.86K | 0.01% | 346 |
|
|
2022
Q1 | $169K | Buy |
1,632
+414
| +34% | +$42.9K | 0.01% | 336 |
|
|
2021
Q4 | $113K | Sell |
1,218
-60
| -5% | -$5.57K | 0.01% | 369 |
|
|
2021
Q3 | $102K | Buy |
1,278
+6
| +0.5% | +$479 | 0.01% | 376 |
|
|
2021
Q2 | $79K | Buy |
1,272
+120
| +10% | +$7.45K | 0.01% | 405 |
|
|
2021
Q1 | $62K | Buy |
1,152
+30
| +3% | +$1.62K | 0.01% | 425 |
|
|
2020
Q4 | $66K | Buy |
1,122
+384
| +52% | +$22.6K | 0.01% | 400 |
|
|
2020
Q3 | $30K | Buy |
738
+228
| +45% | +$9.27K | 0.01% | 455 |
|
|
2020
Q2 | $20K | Buy |
510
+84
| +20% | +$3.29K | ﹤0.01% | 490 |
|
|
2020
Q1 | $12K | Hold |
426
| – | – | ﹤0.01% | 527 |
|
|
2019
Q4 | $16K | Buy |
426
+336
| +373% | +$12.6K | ﹤0.01% | 454 |
|
|
2019
Q3 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 313 |
|