Laidlaw 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 | $925K | Sell |
4,522
-742
| -14% | -$152K | 2.67% | 10 |
|
|
2025
Q1 | $898K | Sell |
5,264
-1,252
| -19% | -$214K | 2.65% | 11 |
|
|
2024
Q4 | $1.19M | Sell |
6,516
-226
| -3% | -$41.1K | 0.52% | 55 |
|
|
2024
Q3 | $1.15M | Sell |
6,742
-514
| -7% | -$87.8K | 0.57% | 56 |
|
|
2024
Q2 | $1.23M | Sell |
7,256
-200
| -3% | -$33.9K | 0.68% | 47 |
|
|
2024
Q1 | $1.06M | Sell |
7,456
-6,764
| -48% | -$961K | 0.59% | 53 |
|
|
2023
Q4 | $2.1M | Sell |
14,220
-178
| -1% | -$26.2K | 0.76% | 33 |
|
|
2023
Q3 | $1.69M | Buy |
14,398
+1,032
| +8% | +$121K | 0.56% | 49 |
|
|
2023
Q2 | $1.71M | Buy |
13,366
+1,430
| +12% | +$183K | 0.33% | 79 |
|
|
2023
Q1 | $1.19M | Sell |
11,936
-778
| -6% | -$77.7K | 0.24% | 105 |
|
|
2022
Q4 | $887K | Buy |
12,714
+440
| +4% | +$30.7K | 0.19% | 135 |
|
|
2022
Q3 | $1.01M | Buy |
12,274
+1,630
| +15% | +$133K | 0.23% | 112 |
|
|
2022
Q2 | $876K | Sell |
10,644
-1,434
| -12% | -$118K | 0.18% | 134 |
|
|
2022
Q1 | $1.25M | Buy |
12,078
+144
| +1% | +$14.9K | 0.21% | 117 |
|
|
2021
Q4 | $1.11M | Buy |
11,934
+1,524
| +15% | +$141K | 0.18% | 137 |
|
|
2021
Q3 | $831K | Buy |
10,410
+90
| +0.9% | +$7.18K | 0.21% | 106 |
|
|
2021
Q2 | $638K | Buy |
10,320
+192
| +2% | +$11.9K | 0.16% | 127 |
|
|
2021
Q1 | $544K | Buy |
10,128
+1,206
| +14% | +$64.8K | 0.19% | 118 |
|
|
2020
Q4 | $528K | Buy |
+8,922
| New | +$528K | 0.11% | 183 |
|