Icon Wealth Advisors’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 | $618K | Buy |
3,018
+160
| +6% | +$32.7K | 0.04% | 227 |
|
|
2025
Q1 | $488K | Buy |
2,858
+784
| +38% | +$134K | 0.04% | 220 |
|
|
2024
Q4 | $377K | Buy |
2,074
+200
| +11% | +$36.4K | 0.03% | 258 |
|
|
2024
Q3 | $320K | Sell |
1,874
-252
| -12% | -$43.1K | 0.03% | 285 |
|
|
2024
Q2 | $345K | Buy |
2,126
+960
| +82% | +$156K | 0.03% | 262 |
|
|
2024
Q1 | $166K | Buy |
+1,166
| New | +$166K | 0.02% | 371 |
|