Evermay 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 | $1.15M | Buy |
5,634
+880
| +19% | +$180K | 0.14% | 73 |
|
|
2025
Q1 | $811K | Buy |
4,754
+16
| +0.3% | +$2.73K | 0.11% | 90 |
|
|
2024
Q4 | $862K | Sell |
4,738
-134
| -3% | -$24.4K | 0.13% | 90 |
|
|
2024
Q3 | $833K | Buy |
4,872
+1,434
| +42% | +$245K | 0.13% | 92 |
|
|
2024
Q2 | $583K | Buy |
3,438
+40
| +1% | +$6.78K | 0.09% | 115 |
|
|
2024
Q1 | $483K | Buy |
3,398
+304
| +10% | +$43.2K | 0.07% | 130 |
|
|
2023
Q4 | $456K | Buy |
3,094
+2,930
| +1,787% | +$432K | 0.08% | 113 |
|
|
2023
Q3 | $19.2K | Buy |
164
+68
| +71% | +$7.97K | ﹤0.01% | 381 |
|
|
2023
Q2 | $12.3K | Hold |
96
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $9.59K | Buy |
+96
| New | +$9.59K | ﹤0.01% | 424 |
|