Mattern 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 | $336K | Sell |
1,644
-842
| -34% | -$172K | 0.07% | 117 |
|
|
2025
Q1 | $424K | Hold |
2,486
| – | – | 0.09% | 108 |
|
|
2024
Q4 | $452K | Sell |
2,486
-66
| -3% | -$12K | 0.1% | 107 |
|
|
2024
Q3 | $436K | Buy |
2,552
+190
| +8% | +$32.5K | 0.1% | 115 |
|
|
2024
Q2 | $400K | Sell |
2,362
-30
| -1% | -$5.09K | 0.1% | 121 |
|
|
2024
Q1 | $340K | Buy |
+2,392
| New | +$340K | 0.08% | 135 |
|