Elmwood 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 | $759K | Buy |
3,711
+14
| +0.4% | +$2.87K | 0.3% | 82 |
|
|
2025
Q1 | $631K | Buy |
3,697
+945
| +34% | +$161K | 0.26% | 87 |
|
|
2024
Q4 | $501K | Buy |
2,752
+50
| +2% | +$9.1K | 0.2% | 93 |
|
|
2024
Q3 | $462K | Buy |
2,702
+1,002
| +59% | +$171K | 0.19% | 99 |
|
|
2024
Q2 | $288K | Sell |
1,700
-40
| -2% | -$6.78K | 0.13% | 110 |
|
|
2024
Q1 | $247K | Buy |
1,740
+340
| +24% | +$48.3K | 0.11% | 116 |
|
|
2023
Q4 | $206K | Buy |
+1,400
| New | +$206K | 0.14% | 104 |
|
|
2022
Q1 | – | Sell |
-1,860
| Closed | -$173K | – | 251 |
|
|
2021
Q4 | $173K | Buy |
+1,860
| New | +$173K | 0.08% | 116 |
|
|
2021
Q2 | $134K | Buy |
2,160
+450
| +26% | +$27.9K | 0.07% | 127 |
|
|
2021
Q1 | $92K | Buy |
+1,710
| New | +$92K | 0.06% | 135 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 236 |
|
|
2020
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 236 |
|
|
2020
Q1 | $1.82K | Buy |
+60
| New | +$1.82K | ﹤0.01% | 260 |
|
|
2019
Q4 | – | Sell |
-120
| Closed | -$4K | – | 196 |
|
|
2019
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 222 |
|
|
2019
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 245 |
|
|
2019
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 223 |
|
|
2018
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 246 |
|
|
2018
Q3 | $4.51K | Hold |
120
| – | – | ﹤0.01% | 235 |
|
|
2018
Q2 | $4.11K | Buy |
120
+60
| +100% | +$2.06K | ﹤0.01% | 232 |
|
|
2018
Q1 | $1.82K | Buy |
+60
| New | +$1.82K | ﹤0.01% | 260 |
|