Envestnet Portfolio Solutions’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 | $15.2M | Sell |
74,416
-16,184
| -18% | -$3.31M | 0.06% | 167 |
|
|
2025
Q1 | $15.5M | Buy |
90,600
+8,083
| +10% | +$1.38M | 0.06% | 159 |
|
|
2024
Q4 | $15M | Sell |
82,517
-10,691
| -11% | -$1.95M | 0.05% | 185 |
|
|
2024
Q3 | $15.9M | Buy |
93,208
+10,054
| +12% | +$1.72M | 0.05% | 177 |
|
|
2024
Q2 | $14.1M | Buy |
83,154
+8,516
| +11% | +$1.44M | 0.05% | 188 |
|
|
2024
Q1 | $10.6M | Buy |
74,638
+11,562
| +18% | +$1.64M | 0.04% | 220 |
|
|
2023
Q4 | $9.3M | Buy |
63,076
+4,050
| +7% | +$597K | 0.04% | 215 |
|
|
2023
Q3 | $6.92M | Buy |
+59,026
| New | +$6.92M | 0.03% | 239 |
|