Keudell/Morrison 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 | $455K | Buy |
2,224
+22
| +1% | +$4.5K | 0.1% | 128 |
|
|
2025
Q1 | $376K | Hold |
2,202
| – | – | 0.09% | 136 |
|
|
2024
Q4 | $401K | Sell |
2,202
-36
| -2% | -$6.55K | 0.1% | 130 |
|
|
2024
Q3 | $382K | Sell |
2,238
-172
| -7% | -$29.4K | 0.1% | 134 |
|
|
2024
Q2 | $409K | Sell |
2,410
-22
| -0.9% | -$3.73K | 0.12% | 133 |
|
|
2024
Q1 | $346K | Buy |
2,432
+6
| +0.2% | +$852 | 0.1% | 146 |
|
|
2023
Q4 | $358K | Buy |
+2,426
| New | +$358K | 0.12% | 134 |
|
|
2022
Q1 | – | Sell |
-2,184
| Closed | -$203K | – | 194 |
|
|
2021
Q4 | $203K | Sell |
2,184
-750
| -26% | -$69.7K | 0.08% | 182 |
|
|
2021
Q3 | $234K | Buy |
+2,934
| New | +$234K | 0.1% | 158 |
|