FSA 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 | $240K | Hold |
1,174
| – | – | 0.09% | 46 |
|
|
2025
Q1 | $200K | Hold |
1,174
| – | – | 0.09% | 52 |
|
|
2024
Q4 | $214K | Sell |
1,174
-432
| -27% | -$78.6K | 0.09% | 51 |
|
|
2024
Q3 | $274K | Buy |
+1,606
| New | +$274K | 0.11% | 42 |
|
|
2024
Q1 | $167K | Hold |
1,174
| – | – | 0.07% | 59 |
|
|
2023
Q4 | $173K | Buy |
+1,174
| New | +$173K | 0.08% | 54 |
|
|
2020
Q3 | – | Sell |
-192
| Closed | -$7K | – | 265 |
|
|
2020
Q2 | $7K | Hold |
192
| – | – | ﹤0.01% | 299 |
|
|
2020
Q1 | $5K | Hold |
192
| – | – | ﹤0.01% | 302 |
|
|
2019
Q4 | $7K | Buy |
+192
| New | +$7K | ﹤0.01% | 357 |
|