Exencial 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 | $1.3M | Sell |
6,331
-234
| -4% | -$47.9K | 0.05% | 259 |
|
|
2025
Q1 | $1.12M | Buy |
6,565
+80
| +1% | +$13.7K | 0.04% | 270 |
|
|
2024
Q4 | $1.18M | Sell |
6,485
-209
| -3% | -$38K | 0.04% | 263 |
|
|
2024
Q3 | $1.14M | Sell |
6,694
-224
| -3% | -$38.3K | 0.04% | 261 |
|
|
2024
Q2 | $1.17M | Sell |
6,918
-8
| -0.1% | -$1.36K | 0.04% | 252 |
|
|
2024
Q1 | $984K | Buy |
6,926
+846
| +14% | +$120K | 0.04% | 277 |
|
|
2023
Q4 | $896K | Sell |
6,080
-212
| -3% | -$31.3K | 0.04% | 269 |
|
|
2023
Q3 | $738K | Buy |
6,292
+948
| +18% | +$111K | 0.04% | 256 |
|
|
2023
Q2 | $683K | Sell |
5,344
-184
| -3% | -$23.5K | 0.03% | 261 |
|
|
2023
Q1 | $552K | Buy |
5,528
+2,328
| +73% | +$232K | 0.03% | 266 |
|
|
2022
Q4 | $223K | Buy |
+3,200
| New | +$223K | 0.01% | 395 |
|
|
2022
Q3 | – | Sell |
-2,910
| Closed | -$240K | – | 421 |
|
|
2022
Q2 | $240K | Buy |
2,910
+168
| +6% | +$13.9K | 0.01% | 378 |
|
|
2022
Q1 | $284K | Sell |
2,742
-588
| -18% | -$60.9K | 0.01% | 371 |
|
|
2021
Q4 | $309K | Buy |
3,330
+804
| +32% | +$74.6K | 0.02% | 386 |
|
|
2021
Q3 | $202K | Buy |
+2,526
| New | +$202K | 0.01% | 315 |
|