EPG 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 | $2.92M | Buy |
14,264
+499
| +4% | +$102K | 0.88% | 27 |
|
|
2025
Q1 | $2.35M | Buy |
13,765
+1,035
| +8% | +$177K | 0.65% | 30 |
|
|
2024
Q4 | $2.32M | Sell |
12,730
-970
| -7% | -$177K | 0.61% | 36 |
|
|
2024
Q3 | $2.34M | Buy |
+13,700
| New | +$2.34M | 0.59% | 36 |
|
|
2024
Q2 | – | Sell |
-13,510
| Closed | -$1.92M | – | 32 |
|
|
2024
Q1 | $1.92M | Buy |
13,510
+144
| +1% | +$20.5K | 0.47% | 55 |
|
|
2023
Q4 | $2.46M | Buy |
13,366
+208
| +2% | +$38.3K | 0.65% | 33 |
|
|
2023
Q3 | $1.54M | Buy |
13,158
+10,572
| +409% | +$1.24M | 0.47% | 52 |
|
|
2023
Q2 | $330K | Hold |
2,586
| – | – | 0.1% | 180 |
|
|
2023
Q1 | $258K | Buy |
+2,586
| New | +$258K | 0.08% | 200 |
|
|
2022
Q4 | – | Sell |
-2,586
| Closed | -$212K | – | 392 |
|
|
2022
Q3 | $212K | Sell |
2,586
-210
| -8% | -$17.2K | 0.09% | 195 |
|
|
2022
Q2 | $230K | Hold |
2,796
| – | – | 0.1% | 193 |
|
|
2022
Q1 | $290K | Hold |
2,796
| – | – | 0.1% | 176 |
|
|
2021
Q4 | $259K | Buy |
+2,796
| New | +$259K | 0.09% | 195 |
|