HighMark 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 | $13.3K | Hold |
65
| – | – | 0.01% | 271 |
|
|
2025
Q1 | $11.1K | Sell |
65
-8
| -11% | -$1.37K | 0.01% | 269 |
|
|
2024
Q4 | $13.3K | Buy |
73
+1
| +1% | +$182 | 0.01% | 251 |
|
|
2024
Q3 | $12.3K | Buy |
72
+28
| +64% | +$4.79K | 0.01% | 260 |
|
|
2024
Q2 | $7.46K | Hold |
44
| – | – | ﹤0.01% | 329 |
|
|
2024
Q1 | $11.1K | Sell |
44
-2
| -4% | -$504 | 0.01% | 259 |
|
|
2023
Q4 | $6.78K | Hold |
46
| – | – | 0.01% | 323 |
|
|
2023
Q3 | $5.39K | Hold |
46
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $5.88K | Hold |
46
| – | – | ﹤0.01% | 332 |
|
|
2023
Q1 | $4.59K | Hold |
46
| – | – | ﹤0.01% | 413 |
|
|
2022
Q4 | $3.21K | Buy |
46
+4
| +10% | +$279 | ﹤0.01% | 392 |
|
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $3K | Buy |
42
+12
| +40% | +$857 | ﹤0.01% | 403 |
|
|
2022
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 416 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 464 |
|
|
2021
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 431 |
|