Invictus Private Wealth’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
$444K Buy
2,170
+156
+8% +$31.9K 0.03% 58
2025
Q1
$344K Sell
2,014
-52
-3% -$8.87K 0.03% 64
2024
Q4
$376K Sell
2,066
-4
-0.2% -$728 0.03% 64
2024
Q3
$354K Sell
2,070
-46
-2% -$7.86K 0.03% 67
2024
Q2
$359K Sell
2,116
-36
-2% -$6.1K 0.03% 66
2024
Q1
$306K Sell
2,152
-42
-2% -$5.97K 0.03% 76
2023
Q4
$323K Sell
2,194
-30
-1% -$4.42K 0.03% 73
2023
Q3
$261K Sell
2,224
-2
-0.1% -$234 0.03% 80
2023
Q2
$284K Hold
2,226
0.03% 81
2023
Q1
$222K Buy
+2,226
New +$222K 0.03% 85