Ellsworth Advisors’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 | $329K | Sell |
1,606
-25
| -2% | -$5.12K | 0.08% | 143 |
|
|
2025
Q1 | $278K | Buy |
1,631
+25
| +2% | +$4.27K | 0.07% | 159 |
|
|
2024
Q4 | $292K | Hold |
1,606
| – | – | 0.08% | 157 |
|
|
2024
Q3 | $274K | Hold |
1,606
| – | – | 0.07% | 161 |
|
|
2024
Q2 | $272K | Hold |
1,606
| – | – | 0.08% | 164 |
|
|
2024
Q1 | $224K | Sell |
1,606
-90
| -5% | -$12.6K | 0.06% | 162 |
|
|
2023
Q4 | $250K | Hold |
1,696
| – | – | 0.08% | 154 |
|
|
2023
Q3 | $215K | Hold |
1,696
| – | – | 0.08% | 158 |
|
|
2023
Q2 | $217K | Buy |
+1,696
| New | +$217K | 0.07% | 157 |
|