Legacy Wealth Management (Mississippi)’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 | $9.45M | Sell |
46,165
-1,699
| -4% | -$348K | 2.87% | 6 |
|
|
2025
Q1 | $8.17M | Buy |
47,864
+924
| +2% | +$158K | 2.67% | 6 |
|
|
2024
Q4 | $8.54M | Sell |
46,940
-3,024
| -6% | -$550K | 3.39% | 5 |
|
|
2024
Q3 | $8.54M | Buy |
49,964
+364
| +0.7% | +$62.2K | 3.14% | 4 |
|
|
2024
Q2 | $8.41M | Sell |
49,600
-20
| -0% | -$3.39K | 3.55% | 4 |
|
|
2024
Q1 | $7.05M | Buy |
49,620
+16,078
| +48% | +$2.28M | 3.18% | 5 |
|
|
2023
Q4 | $4.95M | Sell |
33,542
-200
| -0.6% | -$29.5K | 2.38% | 8 |
|
|
2023
Q3 | $3.96M | Sell |
33,742
-126
| -0.4% | -$14.8K | 2.06% | 9 |
|
|
2023
Q2 | $4.33M | Sell |
33,868
-194
| -0.6% | -$24.8K | 2.17% | 9 |
|
|
2023
Q1 | $3.4M | Hold |
34,062
| – | – | 1.88% | 10 |
|
|
2022
Q4 | $2.38M | Hold |
34,062
| – | – | 1.41% | 19 |
|
|
2022
Q3 | $2.79M | Sell |
34,062
-660
| -2% | -$54.1K | 1.88% | 10 |
|
|
2022
Q2 | $2.86M | Hold |
34,722
| – | – | 1.74% | 11 |
|
|
2022
Q1 | $3.6M | Buy |
34,722
+108
| +0.3% | +$11.2K | 1.88% | 7 |
|
|
2021
Q4 | $3.21M | Buy |
34,614
+138
| +0.4% | +$12.8K | 1.64% | 10 |
|
|
2021
Q3 | $2.75M | Buy |
34,476
+234
| +0.7% | +$18.7K | 1.47% | 10 |
|
|
2021
Q2 | $2.12M | Sell |
34,242
-120
| -0.3% | -$7.42K | 1.17% | 23 |
|
|
2021
Q1 | $1.84M | Buy |
34,362
+450
| +1% | +$24.2K | 1.12% | 28 |
|
|
2020
Q4 | $2.01M | Sell |
33,912
-2,028
| -6% | -$120K | 1.27% | 22 |
|
|
2020
Q3 | $1.47M | Sell |
35,940
-210
| -0.6% | -$8.57K | 1.01% | 33 |
|
|
2020
Q2 | $1.38M | Buy |
36,150
+450
| +1% | +$17.2K | 1.06% | 28 |
|
|
2020
Q1 | $976K | Buy |
35,700
+13,668
| +62% | +$374K | 0.91% | 33 |
|
|
2019
Q4 | $849K | Buy |
+22,032
| New | +$849K | 0.74% | 39 |
|