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