IHT 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 | $5.8M | Buy |
28,353
+434
| +2% | +$88.8K | 0.16% | 127 |
|
|
2025
Q1 | $4.76M | Buy |
27,919
+5,099
| +22% | +$870K | 0.15% | 139 |
|
|
2024
Q4 | $4.15M | Sell |
22,820
-5,752
| -20% | -$1.05M | 0.13% | 148 |
|
|
2024
Q3 | $4.84M | Buy |
28,572
+4,744
| +20% | +$804K | 0.14% | 145 |
|
|
2024
Q2 | $4.04M | Buy |
23,828
+2,954
| +14% | +$501K | 0.15% | 137 |
|
|
2024
Q1 | $2.97M | Buy |
20,874
+7,756
| +59% | +$1.1M | 0.12% | 174 |
|
|
2023
Q4 | $1.93M | Buy |
13,118
+162
| +1% | +$23.9K | 0.09% | 227 |
|
|
2023
Q3 | $1.52M | Buy |
12,956
+486
| +4% | +$57K | 0.08% | 250 |
|
|
2023
Q2 | $1.59M | Sell |
12,470
-166
| -1% | -$21.2K | 0.08% | 229 |
|
|
2023
Q1 | $1.26M | Buy |
12,636
+360
| +3% | +$36K | 0.07% | 258 |
|
|
2022
Q4 | $856K | Buy |
12,276
+2,284
| +23% | +$159K | 0.05% | 332 |
|
|
2022
Q3 | $818K | Buy |
9,992
+2,810
| +39% | +$230K | 0.06% | 322 |
|
|
2022
Q2 | $591K | Buy |
7,182
+876
| +14% | +$72.1K | 0.05% | 345 |
|
|
2022
Q1 | $654K | Buy |
6,306
+966
| +18% | +$100K | 0.05% | 341 |
|
|
2021
Q4 | $496K | Buy |
5,340
+204
| +4% | +$18.9K | 0.04% | 441 |
|
|
2021
Q3 | $410K | Sell |
5,136
-2,598
| -34% | -$207K | 0.03% | 487 |
|
|
2021
Q2 | $478K | Buy |
7,734
+78
| +1% | +$4.82K | 0.03% | 547 |
|
|
2021
Q1 | $411K | Buy |
7,656
+672
| +10% | +$36.1K | 0.03% | 527 |
|
|
2020
Q4 | $414K | Sell |
6,984
-2,028
| -23% | -$120K | 0.03% | 468 |
|
|
2020
Q3 | $368K | Buy |
+9,012
| New | +$368K | 0.04% | 423 |
|
|
2020
Q1 | – | Sell |
-6,006
| Closed | -$231K | – | 628 |
|
|
2019
Q4 | $231K | Sell |
6,006
-258
| -4% | -$9.92K | 0.03% | 528 |
|
|
2019
Q3 | $213K | Buy |
+6,264
| New | +$213K | 0.03% | 534 |
|
|
2018
Q2 | – | Sell |
-2,310
| Closed | -$69K | – | 1066 |
|
|
2018
Q1 | $69K | Buy |
2,310
+1,800
| +353% | +$53.8K | 0.02% | 589 |
|
|
2017
Q4 | $13K | Buy |
510
+90
| +21% | +$2.29K | ﹤0.01% | 1117 |
|
|
2017
Q3 | $10K | Sell |
420
-594
| -59% | -$14.1K | ﹤0.01% | 971 |
|
|
2017
Q2 | $390 | Sell |
1,014
-150
| -13% | -$58 | 0.19% | 134 |
|
|
2017
Q1 | $21K | Buy |
1,164
+150
| +15% | +$2.71K | 0.01% | 650 |
|
|
2016
Q4 | $21K | Buy |
+1,014
| New | +$21K | 0.02% | 622 |
|