IFWM
Institute for Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
14,415
-838
| -5% | -$171K | 0.33% | 56 |
|
|
2025
Q1 | $2.6M | Sell |
15,253
-238
| -2% | -$40.6K | 0.33% | 62 |
|
|
2024
Q4 | $2.82M | Buy |
15,491
+7,591
| +96% | +$1.38M | 0.35% | 58 |
|
|
2024
Q3 | $2.7M | Sell |
7,900
-4
| -0.1% | -$1.37K | 0.34% | 59 |
|
|
2024
Q2 | $2.68M | Sell |
7,904
-264
| -3% | -$89.5K | 0.36% | 56 |
|
|
2024
Q1 | $2.32M | Buy |
8,168
+335
| +4% | +$95.2K | 0.3% | 70 |
|
|
2023
Q4 | $2.31M | Sell |
7,833
-202
| -3% | -$59.6K | 0.37% | 56 |
|
|
2023
Q3 | $1.88M | Sell |
8,035
-25
| -0.3% | -$5.86K | 0.34% | 70 |
|
|
2023
Q2 | $2.06M | Buy |
8,060
+2
| +0% | +$511 | 0.35% | 67 |
|
|
2023
Q1 | $1.61M | Sell |
8,058
-33
| -0.4% | -$6.59K | 0.31% | 79 |
|
|
2022
Q4 | $1.13M | Sell |
8,091
-565
| -7% | -$78.8K | 0.24% | 112 |
|
|
2022
Q3 | $1.42M | Buy |
8,656
+5,822
| +205% | +$954K | 0.32% | 84 |
|
|
2022
Q2 | $1.4M | Sell |
2,834
-3
| -0.1% | -$1.48K | 0.27% | 94 |
|
|
2022
Q1 | $1.77M | Sell |
2,837
-107
| -4% | -$66.6K | 0.29% | 84 |
|
|
2021
Q4 | $1.64M | Sell |
2,944
-9
| -0.3% | -$5.01K | 0.27% | 93 |
|
|
2021
Q3 | $1.41M | Buy |
2,953
+104
| +4% | +$49.8K | 0.25% | 102 |
|
|
2021
Q2 | $1.06M | Sell |
2,849
-11
| -0.4% | -$4.08K | 0.19% | 145 |
|
|
2021
Q1 | $921K | Sell |
2,860
-24
| -0.8% | -$7.73K | 0.18% | 152 |
|
|
2020
Q4 | $1.03M | Sell |
2,884
-28
| -1% | -$9.95K | 0.2% | 123 |
|
|
2020
Q3 | $713K | Buy |
2,912
+9
| +0.3% | +$2.2K | 0.16% | 161 |
|
|
2020
Q2 | $667K | Sell |
2,903
-50
| -2% | -$11.5K | 0.16% | 169 |
|
|
2020
Q1 | $484K | Sell |
2,953
-1,184
| -29% | -$194K | 0.15% | 189 |
|
|
2019
Q4 | $957K | Sell |
4,137
-279
| -6% | -$64.5K | 0.22% | 127 |
|
|
2019
Q3 | $900K | Sell |
4,416
-55
| -1% | -$11.2K | 0.23% | 133 |
|
|
2019
Q2 | $911K | Buy |
4,471
+139
| +3% | +$28.3K | 0.2% | 144 |
|
|
2019
Q1 | $1.05M | Buy |
+4,332
| New | +$1.05M | 0.23% | 122 |
|
|
2018
Q1 | – | Sell |
-2,093
| Closed | -$304K | – | 356 |
|
|
2017
Q4 | $304K | Buy |
+2,093
| New | +$304K | 0.07% | 304 |
|
|
2017
Q3 | – | Sell |
-2,346
| Closed | -$316K | – | 348 |
|
|
2017
Q2 | $316K | Buy |
+2,346
| New | +$316K | 0.09% | 301 |
|