Kingsview 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 | $4.41M | Buy |
21,565
+441
| +2% | +$90.2K | 0.07% | 269 |
|
|
2025
Q1 | $3.6M | Buy |
21,124
+755
| +4% | +$129K | 0.07% | 266 |
|
|
2024
Q4 | $3.71M | Sell |
20,369
-75
| -0.4% | -$13.6K | 0.07% | 256 |
|
|
2024
Q3 | $3.49M | Sell |
20,444
-4,788
| -19% | -$818K | 0.07% | 247 |
|
|
2024
Q2 | $4.28M | Sell |
25,232
-3,226
| -11% | -$547K | 0.1% | 202 |
|
|
2024
Q1 | $4.04M | Buy |
28,458
+7,930
| +39% | +$1.13M | 0.1% | 195 |
|
|
2023
Q4 | $3.03M | Buy |
20,528
+958
| +5% | +$141K | 0.09% | 206 |
|
|
2023
Q3 | $2.29M | Buy |
19,570
+2,784
| +17% | +$326K | 0.08% | 251 |
|
|
2023
Q2 | $2.14M | Sell |
16,786
-5,618
| -25% | -$718K | 0.08% | 240 |
|
|
2023
Q1 | $2.24M | Buy |
22,404
+6,574
| +42% | +$657K | 0.09% | 222 |
|
|
2022
Q4 | $1.1M | Buy |
15,830
+158
| +1% | +$11K | 0.05% | 326 |
|
|
2022
Q3 | $1.28M | Sell |
15,672
-1,284
| -8% | -$105K | 0.06% | 285 |
|
|
2022
Q2 | $1.4M | Buy |
16,956
+18
| +0.1% | +$1.48K | 0.07% | 285 |
|
|
2022
Q1 | $1.76M | Sell |
16,938
-2,676
| -14% | -$278K | 0.08% | 258 |
|
|
2021
Q4 | $1.82M | Buy |
19,614
+6,336
| +48% | +$588K | 0.08% | 263 |
|
|
2021
Q3 | $1.06M | Sell |
13,278
-156
| -1% | -$12.5K | 0.05% | 360 |
|
|
2021
Q2 | $830K | Buy |
13,434
+5,328
| +66% | +$329K | 0.04% | 421 |
|
|
2021
Q1 | $443K | Buy |
8,106
+636
| +9% | +$34.8K | 0.03% | 533 |
|
|
2020
Q4 | $442K | Sell |
7,470
-3,174
| -30% | -$188K | 0.03% | 472 |
|
|
2020
Q3 | $434K | Buy |
+10,644
| New | +$434K | 0.04% | 397 |
|
|
2019
Q4 | – | Sell |
-15,270
| Closed | -$519K | – | 477 |
|
|
2019
Q3 | $519K | Sell |
15,270
-1,356
| -8% | -$46.1K | 0.08% | 246 |
|
|
2019
Q2 | $565K | Buy |
16,626
+600
| +4% | +$20.4K | 0.09% | 228 |
|
|
2019
Q1 | $649K | Buy |
+16,026
| New | +$649K | 0.1% | 228 |
|