IAM Advisory’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 | $1.96M | Sell |
9,559
-56
| -0.6% | -$11.5K | 0.47% | 34 |
|
|
2025
Q1 | $1.64M | Sell |
9,615
-276
| -3% | -$47.1K | 0.43% | 42 |
|
|
2024
Q4 | $1.8M | Sell |
9,891
-19
| -0.2% | -$3.46K | 0.46% | 38 |
|
|
2024
Q3 | $1.69M | Buy |
9,910
+284
| +3% | +$48.5K | 0.43% | 46 |
|
|
2024
Q2 | $1.63M | Sell |
9,626
-164
| -2% | -$27.8K | 0.44% | 46 |
|
|
2024
Q1 | $1.39M | Sell |
9,790
-94
| -1% | -$13.4K | 0.38% | 48 |
|
|
2023
Q4 | $1.46M | Sell |
9,884
-394
| -4% | -$58.1K | 0.46% | 39 |
|
|
2023
Q3 | $1.2M | Sell |
10,278
-28
| -0.3% | -$3.28K | 0.42% | 40 |
|
|
2023
Q2 | $1.32M | Buy |
10,306
+10
| +0.1% | +$1.28K | 0.45% | 37 |
|
|
2023
Q1 | $1.03M | Sell |
10,296
-252
| -2% | -$25.2K | 0.36% | 44 |
|
|
2022
Q4 | $736K | Sell |
10,548
-546
| -5% | -$38.1K | 0.27% | 52 |
|
|
2022
Q3 | $909K | Buy |
11,094
+438
| +4% | +$35.9K | 0.38% | 43 |
|
|
2022
Q2 | $877K | Buy |
+10,656
| New | +$877K | 0.36% | 43 |
|