Marcum 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
Q1 | $361K | Sell |
2,116
-109
| -5% | -$18.6K | 0.03% | 253 |
|
|
2024
Q4 | $405K | Buy |
2,225
+65
| +3% | +$11.8K | 0.04% | 223 |
|
|
2024
Q3 | $369K | Buy |
2,160
+318
| +17% | +$54.3K | 0.03% | 238 |
|
|
2024
Q2 | $312K | Sell |
1,842
-52
| -3% | -$8.81K | 0.03% | 263 |
|
|
2024
Q1 | $269K | Buy |
1,894
+184
| +11% | +$26.1K | 0.03% | 289 |
|
|
2023
Q4 | $252K | Buy |
+1,710
| New | +$252K | 0.03% | 293 |
|