GeoWealth 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 | $965K | Sell |
4,714
-50
| -1% | -$10.2K | 0.04% | 267 |
|
|
2025
Q1 | $813K | Sell |
4,764
-447
| -9% | -$76.3K | 0.03% | 313 |
|
|
2024
Q4 | $948K | Buy |
5,211
+103
| +2% | +$18.7K | 0.03% | 307 |
|
|
2024
Q3 | $873K | Sell |
5,108
-18
| -0.4% | -$3.08K | 0.03% | 334 |
|
|
2024
Q2 | $869K | Buy |
5,126
+302
| +6% | +$51.2K | 0.04% | 301 |
|
|
2024
Q1 | $685K | Buy |
4,824
+120
| +3% | +$17K | 0.03% | 366 |
|
|
2023
Q4 | $694K | Buy |
+4,704
| New | +$694K | 0.06% | 266 |
|
|
2023
Q2 | – | Sell |
-72
| Closed | -$7K | – | 464 |
|
|
2023
Q1 | $7K | Sell |
72
-2,584
| -97% | -$251K | ﹤0.01% | 350 |
|
|
2022
Q4 | $185K | Sell |
2,656
-3,570
| -57% | -$249K | 0.02% | 253 |
|
|
2022
Q3 | $508K | Buy |
6,226
+274
| +5% | +$22.4K | 0.06% | 164 |
|
|
2022
Q2 | $489K | Buy |
5,952
+306
| +5% | +$25.1K | 0.07% | 161 |
|
|
2022
Q1 | $587K | Buy |
+5,646
| New | +$587K | 0.05% | 191 |
|