Horizon Family Wealth’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 | $356K | Buy |
1,740
+5
| +0.3% | +$1.02K | 0.22% | 62 |
|
|
2025
Q1 | $296K | Buy |
1,735
+173
| +11% | +$29.5K | 0.2% | 61 |
|
|
2024
Q4 | $284K | Sell |
1,562
-10
| -0.6% | -$1.82K | 0.19% | 72 |
|
|
2024
Q3 | $269K | Buy |
1,572
+18
| +1% | +$3.08K | 0.19% | 69 |
|
|
2024
Q2 | $263K | Hold |
1,554
| – | – | 0.2% | 65 |
|
|
2024
Q1 | $221K | Sell |
1,554
-3,372
| -68% | -$479K | 0.17% | 72 |
|
|
2023
Q4 | $726K | Buy |
4,926
+56
| +1% | +$8.26K | 0.61% | 27 |
|
|
2023
Q3 | $571K | Buy |
4,870
+320
| +7% | +$37.5K | 0.55% | 25 |
|
|
2023
Q2 | $581K | Buy |
4,550
+186
| +4% | +$23.8K | 0.56% | 27 |
|
|
2023
Q1 | $436K | Buy |
+4,364
| New | +$436K | 0.46% | 32 |
|