Global Wealth Management Investment Advisory’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 | $3.27M | Sell |
15,994
-199
| -1% | -$40.7K | 0.61% | 58 |
|
|
2025
Q1 | $2.76M | Buy |
16,193
+1,573
| +11% | +$268K | 0.55% | 62 |
|
|
2024
Q4 | $2.66M | Buy |
14,620
+476
| +3% | +$86.6K | 0.55% | 62 |
|
|
2024
Q3 | $2.42M | Buy |
14,144
+140
| +1% | +$23.9K | 0.52% | 61 |
|
|
2024
Q2 | $2.37M | Buy |
14,004
+864
| +7% | +$146K | 0.55% | 58 |
|
|
2024
Q1 | $1.87M | Sell |
13,140
-492
| -4% | -$69.9K | 0.46% | 66 |
|
|
2023
Q4 | $2.01M | Buy |
13,632
+126
| +0.9% | +$18.6K | 0.52% | 62 |
|
|
2023
Q3 | $1.58M | Buy |
13,506
+724
| +6% | +$84.9K | 0.44% | 67 |
|
|
2023
Q2 | $1.63M | Sell |
12,782
-12
| -0.1% | -$1.53K | 0.45% | 64 |
|
|
2023
Q1 | $1.28M | Sell |
12,794
-194
| -1% | -$19.4K | 0.38% | 71 |
|
|
2022
Q4 | $906K | Buy |
12,988
+1,052
| +9% | +$73.4K | 0.29% | 81 |
|
|
2022
Q3 | $977K | Buy |
11,936
+452
| +4% | +$37K | 0.35% | 78 |
|
|
2022
Q2 | $945K | Sell |
11,484
-1,044
| -8% | -$85.9K | 0.32% | 78 |
|
|
2022
Q1 | $1.3M | Buy |
12,528
+792
| +7% | +$82.2K | 0.39% | 74 |
|
|
2021
Q4 | $1.09M | Buy |
11,736
+306
| +3% | +$28.4K | 0.33% | 79 |
|
|
2021
Q3 | $912K | Buy |
11,430
+1,074
| +10% | +$85.7K | 0.29% | 83 |
|
|
2021
Q2 | $640K | Buy |
10,356
+432
| +4% | +$26.7K | 0.21% | 91 |
|
|
2021
Q1 | $533K | Sell |
9,924
-810
| -8% | -$43.5K | 0.19% | 93 |
|
|
2020
Q4 | $636K | Buy |
10,734
+1,122
| +12% | +$66.5K | 0.25% | 81 |
|
|
2020
Q3 | $392K | Buy |
9,612
+594
| +7% | +$24.2K | 0.17% | 89 |
|
|
2020
Q2 | $345K | Sell |
9,018
-156
| -2% | -$5.97K | 0.15% | 93 |
|
|
2020
Q1 | $251K | Buy |
9,174
+234
| +3% | +$6.4K | 0.13% | 96 |
|
|
2019
Q4 | $345K | Buy |
8,940
+474
| +6% | +$18.3K | 0.15% | 92 |
|
|
2019
Q3 | $288K | Buy |
8,466
+768
| +10% | +$26.1K | 0.13% | 92 |
|
|
2019
Q2 | $261K | Buy |
7,698
+330
| +4% | +$11.2K | 0.13% | 95 |
|
|
2019
Q1 | $298K | Buy |
7,368
+36
| +0.5% | +$1.46K | 0.15% | 93 |
|
|
2018
Q4 | $230K | Buy |
+7,332
| New | +$230K | 0.13% | 122 |
|