Evergreen Private Wealth’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 | $240K | Sell |
1,172
-262
| -18% | -$53.6K | 0.1% | 61 |
|
|
2025
Q1 | $245K | Sell |
1,434
-2
| -0.1% | -$341 | 0.11% | 61 |
|
|
2024
Q4 | $261K | Buy |
1,436
+6
| +0.4% | +$1.09K | 0.12% | 61 |
|
|
2024
Q3 | $244K | Buy |
1,430
+1,274
| +817% | +$218K | 0.11% | 65 |
|
|
2024
Q2 | $26.4K | Hold |
156
| – | – | 0.01% | 133 |
|
|
2024
Q1 | $22.2K | Hold |
156
| – | – | 0.01% | 150 |
|
|
2023
Q4 | $23K | Buy |
+156
| New | +$23K | 0.01% | 139 |
|