Independent Solutions 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 | $2.35M | Buy |
11,482
+216
| +2% | +$44.2K | 0.46% | 71 |
|
|
2025
Q1 | $1.92M | Sell |
11,266
-48
| -0.4% | -$8.19K | 0.43% | 73 |
|
|
2024
Q4 | $2.06M | Buy |
11,314
+246
| +2% | +$44.8K | 0.45% | 71 |
|
|
2024
Q3 | $1.89M | Sell |
11,068
-72
| -0.6% | -$12.3K | 0.43% | 71 |
|
|
2024
Q2 | $1.89M | Buy |
11,140
+258
| +2% | +$43.7K | 0.43% | 71 |
|
|
2024
Q1 | $1.55M | Sell |
10,882
-852
| -7% | -$121K | 0.37% | 77 |
|
|
2023
Q4 | $1.73M | Sell |
11,734
-582
| -5% | -$85.8K | 0.44% | 67 |
|
|
2023
Q3 | $1.44M | Buy |
12,316
+62
| +0.5% | +$7.27K | 0.37% | 63 |
|
|
2023
Q2 | $1.57M | Buy |
12,254
+1,126
| +10% | +$144K | 0.39% | 59 |
|
|
2023
Q1 | $1.11M | Buy |
11,128
+486
| +5% | +$48.5K | 0.33% | 76 |
|
|
2022
Q4 | $742K | Buy |
10,642
+7,528
| +242% | +$525K | 0.23% | 98 |
|
|
2022
Q3 | $255K | Sell |
3,114
-486
| -14% | -$39.8K | 0.08% | 181 |
|
|
2022
Q2 | $296K | Buy |
+3,600
| New | +$296K | 0.09% | 166 |
|