Fonville 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 | $782K | Hold |
3,823
| – | – | 0.2% | 67 |
|
|
2025
Q1 | $688K | Sell |
3,823
-75
| -2% | -$13.5K | 0.2% | 65 |
|
|
2024
Q4 | $709K | Buy |
3,898
+26
| +0.7% | +$4.73K | 0.23% | 60 |
|
|
2024
Q3 | $662K | Buy |
3,872
+70
| +2% | +$12K | 0.23% | 60 |
|
|
2024
Q2 | $644K | Buy |
3,802
+160
| +4% | +$27.1K | 0.26% | 60 |
|
|
2024
Q1 | $517K | Sell |
3,642
-998
| -22% | -$142K | 0.23% | 64 |
|
|
2023
Q4 | $684K | Buy |
+4,640
| New | +$684K | 0.36% | 56 |
|