Liberty 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 | $234K | Buy |
+1,145
| New | +$234K | 0.04% | 202 |
|
|
2021
Q4 | – | Sell |
-2,076
| Closed | -$168K | – | 817 |
|
|
2021
Q3 | $168K | Buy |
2,076
+1,500
| +260% | +$121K | 0.06% | 192 |
|
|
2021
Q2 | $36K | Buy |
576
+18
| +3% | +$1.13K | 0.01% | 388 |
|
|
2021
Q1 | $33K | Hold |
558
| – | – | 0.02% | 364 |
|
|
2020
Q4 | $33K | Buy |
558
+6
| +1% | +$355 | 0.02% | 361 |
|
|
2020
Q3 | $23K | Sell |
552
-114
| -17% | -$4.75K | 0.01% | 376 |
|
|
2020
Q2 | $25K | Buy |
666
+114
| +21% | +$4.28K | 0.02% | 346 |
|
|
2020
Q1 | $15K | Sell |
552
-216
| -28% | -$5.87K | 0.01% | 409 |
|
|
2019
Q4 | $30K | Buy |
768
+12
| +2% | +$469 | 0.02% | 345 |
|
|
2019
Q3 | $26K | Sell |
756
-204
| -21% | -$7.02K | 0.02% | 352 |
|
|
2019
Q2 | $33K | Buy |
960
+198
| +26% | +$6.81K | 0.03% | 324 |
|
|
2019
Q1 | $30K | Buy |
762
+72
| +10% | +$2.84K | 0.02% | 286 |
|
|
2018
Q4 | $21K | Buy |
+690
| New | +$21K | 0.02% | 319 |
|