EP Wealth 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 | $25.4M | Buy |
124,048
+3,835
| +3% | +$785K | 0.17% | 102 |
|
|
2025
Q1 | $20.5M | Buy |
120,213
+13,705
| +13% | +$2.34M | 0.16% | 107 |
|
|
2024
Q4 | $19.4M | Buy |
106,508
+4,504
| +4% | +$820K | 0.16% | 106 |
|
|
2024
Q3 | $17.4M | Buy |
102,004
+92,440
| +967% | +$15.8M | 0.15% | 114 |
|
|
2024
Q2 | $1.62M | Sell |
9,564
-4,338
| -31% | -$735K | 0.02% | 315 |
|
|
2024
Q1 | $1.97M | Sell |
13,902
-5,492
| -28% | -$780K | 0.02% | 264 |
|
|
2023
Q4 | $2.86M | Buy |
19,394
+5,014
| +35% | +$739K | 0.04% | 216 |
|
|
2023
Q3 | $1.69M | Sell |
14,380
-24,728
| -63% | -$2.9M | 0.03% | 256 |
|
|
2023
Q2 | $1.46M | Buy |
39,108
+27,546
| +238% | +$1.03M | 0.02% | 281 |
|
|
2023
Q1 | $361K | Buy |
11,562
+5,502
| +91% | +$172K | 0.01% | 458 |
|
|
2022
Q4 | $423K | Buy |
+6,060
| New | +$423K | 0.01% | 412 |
|