Hohimer 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 | $1.71M | Buy |
8,334
+210
| +3% | +$43K | 0.3% | 85 |
|
2025
Q1 | $1.39M | Sell |
8,124
-770
| -9% | -$131K | 0.27% | 91 |
|
2024
Q4 | $1.62M | Buy |
8,894
+912
| +11% | +$166K | 0.3% | 91 |
|
2024
Q3 | $1.36M | Buy |
7,982
+12
| +0.2% | +$2.05K | 0.29% | 91 |
|
2024
Q2 | $1.35M | Buy |
7,970
+1,680
| +27% | +$285K | 0.31% | 85 |
|
2024
Q1 | $894K | Sell |
6,290
-4,286
| -41% | -$609K | 0.21% | 126 |
|
2023
Q4 | $1.56M | Sell |
10,576
-26
| -0.2% | -$3.83K | 0.4% | 77 |
|
2023
Q3 | $1.24M | Buy |
10,602
+76
| +0.7% | +$8.91K | 0.36% | 77 |
|
2023
Q2 | $1.34M | Sell |
10,526
-264
| -2% | -$33.7K | 0.37% | 74 |
|
2023
Q1 | $1.08M | Buy |
10,790
+1,756
| +19% | +$175K | 0.31% | 80 |
|
2022
Q4 | $630K | Sell |
9,034
-1,310
| -13% | -$91.4K | 0.2% | 99 |
|
2022
Q3 | $847K | Sell |
10,344
-132
| -1% | -$10.8K | 0.27% | 97 |
|
2022
Q2 | $862K | Sell |
10,476
-4,674
| -31% | -$385K | 0.25% | 109 |
|
2022
Q1 | $1.57M | Hold |
15,150
| – | – | 0.31% | 97 |
|
2021
Q4 | $1.41M | Sell |
15,150
-7,086
| -32% | -$658K | 0.3% | 104 |
|
2021
Q3 | $1.78M | Buy |
22,236
+222
| +1% | +$17.7K | 0.37% | 90 |
|
2021
Q2 | $1.36M | Buy |
22,014
+4,644
| +27% | +$287K | 0.28% | 102 |
|
2021
Q1 | $932K | Buy |
17,370
+1,956
| +13% | +$105K | 0.23% | 112 |
|
2020
Q4 | $913K | Sell |
15,414
-606
| -4% | -$35.9K | 0.24% | 113 |
|
2020
Q3 | $647K | Buy |
16,020
+240
| +2% | +$9.69K | 0.18% | 129 |
|
2020
Q2 | $604K | Buy |
15,780
+2,004
| +15% | +$76.7K | 0.21% | 135 |
|
2020
Q1 | $452K | Sell |
13,776
-9,954
| -42% | -$327K | 0.19% | 146 |
|
2019
Q4 | $915K | Buy |
+23,730
| New | +$915K | 0.32% | 126 |
|