JFS Wealth Advisors’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 | $63K | Buy |
308
+9
| +3% | +$1.84K | ﹤0.01% | 441 |
|
|
2025
Q1 | $51K | Buy |
299
+5
| +2% | +$853 | ﹤0.01% | 466 |
|
|
2024
Q4 | $53.5K | Sell |
294
-220
| -43% | -$40K | ﹤0.01% | 451 |
|
|
2024
Q3 | $87.8K | Buy |
514
+442
| +614% | +$75.5K | 0.01% | 384 |
|
|
2024
Q2 | $12.2K | Sell |
72
-114
| -61% | -$19.3K | ﹤0.01% | 735 |
|
|
2024
Q1 | $26.4K | Buy |
186
+114
| +158% | +$16.2K | ﹤0.01% | 568 |
|
|
2023
Q4 | $10.6K | Buy |
72
+4
| +6% | +$590 | ﹤0.01% | 753 |
|
|
2023
Q3 | $7.97K | Hold |
68
| – | – | ﹤0.01% | 808 |
|
|
2023
Q2 | $8.69K | Buy |
68
+20
| +42% | +$2.56K | ﹤0.01% | 771 |
|
|
2023
Q1 | $4.79K | Hold |
48
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q4 | $3.35K | Buy |
48
+4
| +9% | +$279 | ﹤0.01% | 1157 |
|
|
2022
Q3 | $4K | Sell |
44
-4
| -8% | -$364 | ﹤0.01% | 1093 |
|
|
2022
Q2 | $4K | Sell |
48
-18
| -27% | -$1.5K | ﹤0.01% | 1103 |
|
|
2022
Q1 | $7K | Buy |
66
+42
| +175% | +$4.46K | ﹤0.01% | 929 |
|
|
2021
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1129 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$1K | – | 553 |
|
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 493 |
|