Keebeck 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 | $247K | Buy |
+1,205
| New | +$247K | 0.03% | 304 |
|
2022
Q3 | – | Sell |
-6,960
| Closed | -$573K | – | 237 |
|
2022
Q2 | $573K | Hold |
6,960
| – | – | 0.11% | 144 |
|
2022
Q1 | $722K | Buy |
+6,960
| New | +$722K | 0.12% | 134 |
|
2020
Q3 | – | Sell |
-960
| Closed | -$36K | – | 306 |
|
2020
Q2 | $36K | Buy |
+960
| New | +$36K | 0.01% | 246 |
|
2020
Q1 | – | Sell |
-960
| Closed | -$37K | – | 276 |
|
2019
Q4 | $37K | Buy |
+960
| New | +$37K | 0.01% | 238 |
|