Integrated Wealth Concepts’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 | $6.64M | Buy |
32,428
+270
| +0.8% | +$55.3K | 0.07% | 275 |
|
|
2025
Q1 | $5.49M | Sell |
32,158
-10
| -0% | -$1.71K | 0.06% | 295 |
|
|
2024
Q4 | $5.85M | Buy |
32,168
+704
| +2% | +$128K | 0.07% | 264 |
|
|
2024
Q3 | $5.38M | Buy |
31,464
+780
| +3% | +$133K | 0.07% | 270 |
|
|
2024
Q2 | $5.2M | Buy |
30,684
+3,574
| +13% | +$606K | 0.07% | 255 |
|
|
2024
Q1 | $3.85M | Buy |
27,110
+562
| +2% | +$79.8K | 0.06% | 320 |
|
|
2023
Q4 | $3.91M | Buy |
26,548
+2,664
| +11% | +$393K | 0.06% | 282 |
|
|
2023
Q3 | $2.8M | Sell |
23,884
-752
| -3% | -$88.1K | 0.05% | 341 |
|
|
2023
Q2 | $3.15M | Buy |
24,636
+4,482
| +22% | +$573K | 0.05% | 324 |
|
|
2023
Q1 | $2.01M | Buy |
20,154
+7,592
| +60% | +$758K | 0.04% | 407 |
|
|
2022
Q4 | $876K | Buy |
12,562
+690
| +6% | +$48.1K | 0.02% | 502 |
|
|
2022
Q3 | $972K | Buy |
11,872
+8,050
| +211% | +$659K | 0.03% | 434 |
|
|
2022
Q2 | $315K | Buy |
3,822
+156
| +4% | +$12.9K | 0.01% | 750 |
|
|
2022
Q1 | $380K | Buy |
3,666
+138
| +4% | +$14.3K | 0.01% | 657 |
|
|
2021
Q4 | $327K | Sell |
3,528
-132
| -4% | -$12.2K | 0.01% | 737 |
|
|
2021
Q3 | $292K | Buy |
+3,660
| New | +$292K | 0.01% | 751 |
|