Golden State 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 | $1.6M | Buy |
7,807
+420
| +6% | +$85.9K | 0.19% | 98 |
|
|
2025
Q1 | $1.26M | Buy |
7,387
+495
| +7% | +$84.5K | 0.19% | 98 |
|
|
2024
Q4 | $1.25M | Buy |
+6,892
| New | +$1.25M | 0.19% | 95 |
|
|
2022
Q1 | $336K | Sell |
3,240
-1,692
| -34% | -$175K | 0.07% | 224 |
|
|
2021
Q4 | $458K | Buy |
4,932
+2,292
| +87% | +$213K | 0.08% | 227 |
|
|
2021
Q3 | $211K | Buy |
+2,640
| New | +$211K | 0.05% | 286 |
|
|
2021
Q1 | – | Sell |
-3,456
| Closed | -$205K | – | 227 |
|
|
2020
Q4 | $205K | Buy |
+3,456
| New | +$205K | 0.06% | 233 |
|
|
2020
Q2 | – | Sell |
-2,616
| Closed | -$71K | – | 668 |
|
|
2020
Q1 | $71K | Buy |
+2,616
| New | +$71K | 0.03% | 300 |
|
|
2019
Q4 | – | Sell |
-2,778
| Closed | -$94K | – | 650 |
|
|
2019
Q3 | $94K | Sell |
2,778
-900
| -24% | -$30.5K | 0.03% | 324 |
|
|
2019
Q2 | $124K | Sell |
3,678
-1,020
| -22% | -$34.4K | 0.04% | 304 |
|
|
2019
Q1 | $190K | Buy |
+4,698
| New | +$190K | 0.06% | 237 |
|