Jeppson 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 | $2.38M | Sell |
11,614
-145
| -1% | -$29.7K | 0.82% | 27 |
|
|
2025
Q1 | $2.01M | Sell |
11,759
-143
| -1% | -$24.4K | 0.73% | 35 |
|
|
2024
Q4 | $2.17M | Sell |
11,902
-142
| -1% | -$25.8K | 0.79% | 29 |
|
|
2024
Q3 | $2.06M | Sell |
12,044
-36
| -0.3% | -$6.15K | 0.74% | 33 |
|
|
2024
Q2 | $2.05M | Buy |
12,080
+162
| +1% | +$27.5K | 0.78% | 28 |
|
|
2024
Q1 | $1.69M | Buy |
11,918
+240
| +2% | +$34.1K | 0.66% | 37 |
|
|
2023
Q4 | $1.72M | Sell |
11,678
-76
| -0.6% | -$11.2K | 0.71% | 30 |
|
|
2023
Q3 | $1.38M | Buy |
11,754
+22
| +0.2% | +$2.58K | 0.63% | 40 |
|
|
2023
Q2 | $1.5M | Sell |
11,732
-202
| -2% | -$25.8K | 0.65% | 36 |
|
|
2023
Q1 | $1.19M | Buy |
11,934
+82
| +0.7% | +$8.19K | 0.52% | 47 |
|
|
2022
Q4 | $827K | Buy |
11,852
+334
| +3% | +$23.3K | 0.35% | 67 |
|
|
2022
Q3 | $943K | Sell |
11,518
-512
| -4% | -$41.9K | 0.43% | 54 |
|
|
2022
Q2 | $990K | Sell |
12,030
-24
| -0.2% | -$1.98K | 0.43% | 53 |
|
|
2022
Q1 | $1.25M | Sell |
12,054
-12
| -0.1% | -$1.24K | 0.58% | 42 |
|
|
2021
Q4 | $1.12M | Sell |
12,066
-210
| -2% | -$19.5K | 0.54% | 46 |
|
|
2021
Q3 | $980K | Sell |
12,276
-156
| -1% | -$12.5K | 0.51% | 53 |
|
|
2021
Q2 | $768K | Hold |
12,432
| – | – | 0.42% | 61 |
|
|
2021
Q1 | $667K | Sell |
12,432
-192
| -2% | -$10.3K | 0.4% | 62 |
|
|
2020
Q4 | $748K | Buy |
12,624
+162
| +1% | +$9.6K | 0.5% | 53 |
|
|
2020
Q3 | $508K | Buy |
+12,462
| New | +$508K | 0.4% | 61 |
|