Lake Street Private Wealth’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 | $2.67M | Sell |
13,066
-242
| -2% | -$49.5K | 0.38% | 64 |
|
|
2025
Q1 | $2.27M | Sell |
13,308
-275
| -2% | -$46.9K | 0.37% | 71 |
|
|
2024
Q4 | $2.47M | Sell |
13,583
-2,225
| -14% | -$405K | 0.39% | 64 |
|
|
2024
Q3 | $2.7M | Sell |
15,808
-13,864
| -47% | -$2.37M | 0.43% | 61 |
|
|
2024
Q2 | $5.03M | Sell |
29,672
-2,220
| -7% | -$376K | 0.65% | 33 |
|
|
2024
Q1 | $4.53M | Buy |
31,892
+9,380
| +42% | +$1.33M | 0.63% | 41 |
|
|
2023
Q4 | $3.32M | Sell |
22,512
-314
| -1% | -$46.3K | 0.52% | 52 |
|
|
2023
Q3 | $2.68M | Sell |
22,826
-326
| -1% | -$38.3K | 0.48% | 59 |
|
|
2023
Q2 | $2.96M | Sell |
23,152
-1,026
| -4% | -$131K | 0.52% | 59 |
|
|
2023
Q1 | $2.41M | Buy |
24,178
+58
| +0.2% | +$5.79K | 0.45% | 68 |
|
|
2022
Q4 | $1.68M | Buy |
24,120
+3,210
| +15% | +$224K | 0.35% | 87 |
|
|
2022
Q3 | $1.71M | Buy |
20,910
+834
| +4% | +$68.3K | 0.39% | 74 |
|
|
2022
Q2 | $1.65M | Sell |
20,076
-60
| -0.3% | -$4.94K | 0.35% | 82 |
|
|
2022
Q1 | $2.09M | Sell |
20,136
-600
| -3% | -$62.2K | 0.38% | 78 |
|
|
2021
Q4 | $1.92M | Buy |
20,736
+6,366
| +44% | +$591K | 0.34% | 84 |
|
|
2021
Q3 | $1.15M | Sell |
14,370
-660
| -4% | -$52.7K | 0.28% | 92 |
|
|
2021
Q2 | $929K | Sell |
15,030
-90
| -0.6% | -$5.56K | 0.24% | 104 |
|
|
2021
Q1 | $812K | Buy |
15,120
+60
| +0.4% | +$3.22K | 0.22% | 110 |
|
|
2020
Q4 | $892K | Buy |
15,060
+600
| +4% | +$35.5K | 0.26% | 97 |
|
|
2020
Q3 | $590K | Sell |
14,460
-210
| -1% | -$8.57K | 0.2% | 106 |
|
|
2020
Q2 | $561K | Sell |
14,670
-2,040
| -12% | -$78K | 0.21% | 98 |
|
|
2020
Q1 | $457K | Sell |
16,710
-1,500
| -8% | -$41K | 0.21% | 95 |
|
|
2019
Q4 | $702K | Sell |
18,210
-390
| -2% | -$15K | 0.27% | 93 |
|
|
2019
Q3 | $632K | Buy |
18,600
+570
| +3% | +$19.4K | 0.29% | 86 |
|
|
2019
Q2 | $612K | Sell |
18,030
-990
| -5% | -$33.6K | 0.36% | 67 |
|
|
2019
Q1 | $770K | Buy |
+19,020
| New | +$770K | 0.53% | 58 |
|