Long Run Wealth Advisors’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 | $3.93M | Sell |
19,213
-1,160
| -6% | -$237K | 0.82% | 32 |
|
|
2025
Q1 | $3.48M | Buy |
20,373
+1,641
| +9% | +$280K | 0.79% | 37 |
|
|
2024
Q4 | $3.41M | Sell |
18,732
-3,092
| -14% | -$563K | 0.82% | 41 |
|
|
2024
Q3 | $3.73M | Sell |
21,824
-2,202
| -9% | -$376K | 0.88% | 34 |
|
|
2024
Q2 | $4.07M | Buy |
24,026
+1,194
| +5% | +$202K | 1.03% | 28 |
|
|
2024
Q1 | $3.24M | Buy |
22,832
+678
| +3% | +$96.3K | 0.85% | 36 |
|
|
2023
Q4 | $3.27M | Buy |
22,154
+1,342
| +6% | +$198K | 0.94% | 30 |
|
|
2023
Q3 | $2.44M | Buy |
20,812
+474
| +2% | +$55.6K | 0.79% | 36 |
|
|
2023
Q2 | $2.6M | Sell |
20,338
-3,662
| -15% | -$468K | 0.83% | 30 |
|
|
2023
Q1 | $2.4M | Sell |
24,000
-790
| -3% | -$78.9K | 0.82% | 29 |
|
|
2022
Q4 | $1.73M | Buy |
24,790
+1,068
| +5% | +$74.5K | 0.62% | 44 |
|
|
2022
Q3 | $1.94M | Buy |
23,722
+412
| +2% | +$33.7K | 0.77% | 37 |
|
|
2022
Q2 | $1.92M | Sell |
23,310
-432
| -2% | -$35.6K | 0.74% | 36 |
|
|
2022
Q1 | $2.46M | Buy |
23,742
+84
| +0.4% | +$8.69K | 0.86% | 34 |
|
|
2021
Q4 | $2.2M | Buy |
+23,658
| New | +$2.2M | 0.77% | 35 |
|