Meridian 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 | $6.67M | Buy |
32,588
+854
| +3% | +$175K | 0.28% | 77 |
|
|
2025
Q1 | $5.42M | Buy |
31,734
+1,182
| +4% | +$202K | 0.26% | 88 |
|
|
2024
Q4 | $5.56M | Sell |
30,552
-520
| -2% | -$94.6K | 0.26% | 83 |
|
|
2024
Q3 | $5.31M | Buy |
+31,072
| New | +$5.31M | 0.26% | 82 |
|
|
2024
Q2 | – | Sell |
-36,232
| Closed | -$5.15M | – | 469 |
|
|
2024
Q1 | $5.15M | Sell |
36,232
-1,126
| -3% | -$160K | 0.86% | 23 |
|
|
2023
Q4 | $5.51M | Sell |
37,358
-35,734
| -49% | -$5.27M | 0.35% | 64 |
|
|
2023
Q3 | $8.57M | Buy |
73,092
+61,902
| +553% | +$7.26M | 0.53% | 37 |
|
|
2023
Q2 | $1.43M | Buy |
11,190
+2,130
| +24% | +$272K | 0.12% | 154 |
|
|
2023
Q1 | $905K | Buy |
9,060
+92
| +1% | +$9.19K | 0.08% | 221 |
|
|
2022
Q4 | $626K | Sell |
8,968
-6,320
| -41% | -$441K | 0.06% | 266 |
|
|
2022
Q3 | $1.25M | Buy |
15,288
+336
| +2% | +$27.5K | 0.13% | 159 |
|
|
2022
Q2 | $1.23M | Buy |
14,952
+1,446
| +11% | +$119K | 0.1% | 215 |
|
|
2022
Q1 | $1.4M | Buy |
13,506
+2,094
| +18% | +$217K | 0.15% | 123 |
|
|
2021
Q4 | $1.06M | Buy |
11,412
+2,340
| +26% | +$217K | 0.11% | 150 |
|
|
2021
Q3 | $724K | Buy |
9,072
+72
| +0.8% | +$5.75K | 0.09% | 184 |
|
|
2021
Q2 | $557K | Sell |
9,000
-4,056
| -31% | -$251K | 0.07% | 209 |
|
|
2021
Q1 | $701K | Buy |
+13,056
| New | +$701K | 0.1% | 171 |
|
|
2019
Q2 | – | Sell |
-6,468
| Closed | -$262K | – | 545 |
|
|
2019
Q1 | $262K | Buy |
+6,468
| New | +$262K | 0.12% | 156 |
|