Empirical 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 | $3.01M | Sell |
14,725
-112
| -0.8% | -$22.9K | 0.07% | 179 |
|
|
2025
Q1 | $2.53M | Sell |
14,837
-2,077
| -12% | -$354K | 0.07% | 182 |
|
|
2024
Q4 | $3.08M | Buy |
16,914
+2,282
| +16% | +$415K | 0.08% | 153 |
|
|
2024
Q3 | $2.5M | Buy |
14,632
+972
| +7% | +$166K | 0.07% | 169 |
|
|
2024
Q2 | $2.32M | Buy |
13,660
+926
| +7% | +$157K | 0.07% | 164 |
|
|
2024
Q1 | $1.81M | Sell |
12,734
-172
| -1% | -$24.4K | 0.05% | 189 |
|
|
2023
Q4 | $1.9M | Sell |
12,906
-10,836
| -46% | -$1.6M | 0.06% | 172 |
|
|
2023
Q3 | $2.78M | Buy |
23,742
+12,934
| +120% | +$1.52M | 0.11% | 125 |
|
|
2023
Q2 | $1.38M | Buy |
10,808
+440
| +4% | +$56.2K | 0.06% | 196 |
|
|
2023
Q1 | $1.04M | Buy |
10,368
+234
| +2% | +$23.4K | 0.04% | 213 |
|
|
2022
Q4 | $707K | Sell |
10,134
-1,542
| -13% | -$108K | 0.03% | 262 |
|
|
2022
Q3 | $956K | Buy |
11,676
+498
| +4% | +$40.8K | 0.05% | 202 |
|
|
2022
Q2 | $920K | Sell |
11,178
-1,470
| -12% | -$121K | 0.05% | 210 |
|
|
2022
Q1 | $1.31M | Sell |
12,648
-5,238
| -29% | -$543K | 0.07% | 179 |
|
|
2021
Q4 | $1.66M | Buy |
+17,886
| New | +$1.66M | 0.08% | 157 |
|