Evoke 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 | $1.75M | Buy |
8,538
+1,586
| +23% | +$325K | 0.04% | 168 |
|
|
2025
Q1 | $1.19M | Buy |
6,952
+892
| +15% | +$152K | 0.03% | 177 |
|
|
2024
Q4 | $1.1M | Buy |
6,060
+508
| +9% | +$92.4K | 0.03% | 182 |
|
|
2024
Q3 | $949K | Buy |
+5,552
| New | +$949K | 0.03% | 189 |
|
|
2024
Q2 | – | Sell |
-5,560
| Closed | -$790K | – | 306 |
|
|
2024
Q1 | $790K | Buy |
+5,560
| New | +$790K | 0.02% | 194 |
|
|
2023
Q4 | – | Sell |
-4,582
| Closed | -$537K | – | 275 |
|
|
2023
Q3 | $537K | Buy |
4,582
+100
| +2% | +$11.7K | 0.02% | 228 |
|
|
2023
Q2 | $573K | Buy |
4,482
+388
| +9% | +$49.6K | 0.02% | 204 |
|
|
2023
Q1 | $409K | Sell |
4,094
-242
| -6% | -$24.2K | 0.01% | 237 |
|
|
2022
Q4 | $303K | Sell |
4,336
-1,478
| -25% | -$103K | 0.01% | 279 |
|
|
2022
Q3 | $476K | Sell |
5,814
-354
| -6% | -$29K | 0.02% | 211 |
|
|
2022
Q2 | $508K | Sell |
6,168
-1,944
| -24% | -$160K | 0.02% | 213 |
|
|
2022
Q1 | $842K | Sell |
8,112
-1,644
| -17% | -$171K | 0.03% | 192 |
|
|
2021
Q4 | $905K | Buy |
9,756
+3,702
| +61% | +$343K | 0.03% | 191 |
|
|
2021
Q3 | $483K | Sell |
6,054
-402
| -6% | -$32.1K | 0.02% | 233 |
|
|
2021
Q2 | $399K | Buy |
6,456
+2,418
| +60% | +$149K | 0.02% | 266 |
|
|
2021
Q1 | $217K | Buy |
+4,038
| New | +$217K | 0.01% | 296 |
|