Linscomb 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 | $7.77M | Buy |
37,962
+3,386
| +10% | +$693K | 0.36% | 66 |
|
|
2025
Q1 | $5.9M | Sell |
34,576
-1,792
| -5% | -$306K | 0.29% | 83 |
|
|
2024
Q4 | $6.62M | Sell |
36,368
-228
| -0.6% | -$41.5K | 0.33% | 67 |
|
|
2024
Q3 | $6.25M | Sell |
36,596
-576
| -2% | -$98.4K | 0.31% | 77 |
|
|
2024
Q2 | $6.3M | Buy |
37,172
+30
| +0.1% | +$5.09K | 0.33% | 71 |
|
|
2024
Q1 | $5.28M | Sell |
37,142
-384
| -1% | -$54.6K | 0.27% | 86 |
|
|
2023
Q4 | $5.53M | Sell |
37,526
-582
| -2% | -$85.8K | 0.3% | 77 |
|
|
2023
Q3 | $4.47M | Sell |
38,108
-294
| -0.8% | -$34.5K | 0.26% | 87 |
|
|
2023
Q2 | $4.91M | Sell |
38,402
-504
| -1% | -$64.4K | 0.26% | 82 |
|
|
2023
Q1 | $3.89M | Sell |
38,906
-748
| -2% | -$74.7K | 0.2% | 94 |
|
|
2022
Q4 | $2.77M | Buy |
39,654
+882
| +2% | +$61.5K | 0.14% | 117 |
|
|
2022
Q3 | $3.18M | Buy |
38,772
+1,008
| +3% | +$82.5K | 0.19% | 97 |
|
|
2022
Q2 | $3.11M | Sell |
37,764
-1,692
| -4% | -$139K | 0.18% | 100 |
|
|
2022
Q1 | $4.09M | Buy |
39,456
+312
| +0.8% | +$32.4K | 0.2% | 93 |
|
|
2021
Q4 | $3.63M | Sell |
39,144
-216
| -0.5% | -$20K | 0.17% | 102 |
|
|
2021
Q3 | $3.14M | Buy |
39,360
+3,066
| +8% | +$245K | 0.16% | 106 |
|
|
2021
Q2 | $2.24M | Buy |
36,294
+1,656
| +5% | +$102K | 0.11% | 119 |
|
|
2021
Q1 | $1.86M | Buy |
34,638
+3,054
| +10% | +$164K | 0.1% | 124 |
|
|
2020
Q4 | $1.87M | Buy |
31,584
+3,702
| +13% | +$219K | 0.11% | 117 |
|
|
2020
Q3 | $1.14M | Buy |
27,882
+22,542
| +422% | +$919K | 0.08% | 136 |
|
|
2020
Q2 | $204K | Sell |
5,340
-19,926
| -79% | -$761K | 0.01% | 279 |
|
|
2020
Q1 | $690K | Sell |
25,266
-5,496
| -18% | -$150K | 0.06% | 195 |
|
|
2019
Q4 | $1.19M | Buy |
+30,762
| New | +$1.19M | 0.08% | 185 |
|