MinichMacGregor 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 | $5.21M | Sell |
25,388
-5,625
| -18% | -$1.15M | 1.11% | 32 |
|
|
2025
Q1 | $5.31M | Sell |
31,013
-17,074
| -36% | -$2.92M | 1.19% | 35 |
|
|
2024
Q4 | $8.77M | Buy |
48,087
+1,011
| +2% | +$184K | 1.82% | 21 |
|
|
2024
Q3 | $8.05M | Buy |
+47,076
| New | +$8.05M | 1.72% | 31 |
|
|
2017
Q2 | – | Sell |
-588
| Closed | -$11K | – | 513 |
|
|
2017
Q1 | $11K | Sell |
588
-18
| -3% | -$337 | 0.01% | 261 |
|
|
2016
Q4 | $12K | Sell |
606
-12
| -2% | -$238 | 0.01% | 243 |
|
|
2016
Q3 | $16K | Buy |
618
+174
| +39% | +$4.51K | 0.02% | 205 |
|
|
2016
Q2 | $9K | Sell |
444
-6
| -1% | -$122 | 0.01% | 274 |
|
|
2016
Q1 | $12K | Sell |
450
-114
| -20% | -$3.04K | 0.01% | 222 |
|
|
2015
Q4 | $15K | Buy |
+564
| New | +$15K | 0.01% | 187 |
|