Jessup 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 | $489K | Hold |
2,392
| – | – | 0.2% | 52 |
|
|
2025
Q1 | $408K | Hold |
2,392
| – | – | 0.17% | 54 |
|
|
2024
Q4 | $435K | Hold |
2,392
| – | – | 0.19% | 46 |
|
|
2024
Q3 | $409K | Hold |
2,392
| – | – | 0.19% | 41 |
|
|
2024
Q2 | $405K | Hold |
2,392
| – | – | 0.17% | 43 |
|
|
2024
Q1 | $340K | Buy |
2,392
+392
| +20% | +$55.7K | 0.15% | 47 |
|
|
2023
Q4 | $295K | Hold |
2,000
| – | – | 0.15% | 43 |
|
|
2023
Q3 | $234K | Buy |
+2,000
| New | +$234K | 0.14% | 49 |
|