Meridian 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 | $850K | Hold |
4,152
| – | – | 0.13% | 89 |
|
|
2025
Q1 | $708K | Sell |
4,152
-14
| -0.3% | -$2.39K | 0.12% | 89 |
|
|
2024
Q4 | $758K | Buy |
4,166
+556
| +15% | +$101K | 0.13% | 90 |
|
|
2024
Q3 | $617K | Sell |
3,610
-40
| -1% | -$6.84K | 0.1% | 98 |
|
|
2024
Q2 | $619K | Buy |
3,650
+140
| +4% | +$23.7K | 0.11% | 98 |
|
|
2024
Q1 | $499K | Buy |
3,510
+300
| +9% | +$42.6K | 0.09% | 110 |
|
|
2023
Q4 | $473K | Hold |
3,210
| – | – | 0.1% | 113 |
|
|
2023
Q3 | $376K | Hold |
3,210
| – | – | 0.09% | 122 |
|
|
2023
Q2 | $410K | Hold |
3,210
| – | – | 0.1% | 117 |
|
|
2023
Q1 | $321K | Hold |
3,210
| – | – | 0.08% | 141 |
|
|
2022
Q4 | $224K | Hold |
3,210
| – | – | 0.06% | 177 |
|
|
2022
Q3 | $263K | Hold |
3,210
| – | – | 0.07% | 159 |
|
|
2022
Q2 | $264K | Buy |
+3,210
| New | +$264K | 0.07% | 166 |
|