GoalVest 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 | $165K | Buy |
808
+422
| +109% | +$86.4K | 0.04% | 138 |
|
|
2025
Q1 | $65.9K | Buy |
386
+4
| +1% | +$683 | 0.02% | 166 |
|
|
2024
Q4 | $69.5K | Sell |
382
-184
| -33% | -$33.5K | 0.02% | 167 |
|
|
2024
Q3 | $96.7K | Hold |
566
| – | – | 0.03% | 146 |
|
|
2024
Q2 | $95.9K | Sell |
566
-14
| -2% | -$2.37K | 0.03% | 132 |
|
|
2024
Q1 | $82.4K | Buy |
580
+38
| +7% | +$5.4K | 0.03% | 164 |
|
|
2023
Q4 | $79.9K | Buy |
542
+30
| +6% | +$4.42K | 0.04% | 105 |
|
|
2023
Q3 | $60K | Sell |
512
-426
| -45% | -$49.9K | 0.03% | 131 |
|
|
2023
Q2 | $120K | Buy |
938
+28
| +3% | +$3.58K | 0.06% | 88 |
|
|
2023
Q1 | $90.9K | Sell |
910
-4,158
| -82% | -$415K | 0.05% | 89 |
|
|
2022
Q4 | $354K | Buy |
5,068
+274
| +6% | +$19.1K | 0.23% | 59 |
|
|
2022
Q3 | $393K | Sell |
4,794
-1,134
| -19% | -$93K | 0.28% | 65 |
|
|
2022
Q2 | $515K | Sell |
5,928
-186
| -3% | -$16.2K | 0.33% | 90 |
|
|
2022
Q1 | $634K | Buy |
+6,114
| New | +$634K | 0.36% | 80 |
|