Mission 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 | $6.41M | Sell |
31,314
-402
| -1% | -$82.3K | 0.14% | 91 |
|
|
2025
Q1 | $5.41M | Buy |
31,716
+1,704
| +6% | +$291K | 0.13% | 94 |
|
|
2024
Q4 | $5.46M | Buy |
30,012
+4,980
| +20% | +$906K | 0.13% | 87 |
|
|
2024
Q3 | $4.28M | Buy |
25,032
+6,066
| +32% | +$1.04M | 0.1% | 101 |
|
|
2024
Q2 | $3.21M | Buy |
18,966
+3,552
| +23% | +$602K | 0.09% | 125 |
|
|
2024
Q1 | $2.19M | Buy |
15,414
+9,460
| +159% | +$1.34M | 0.06% | 165 |
|
|
2023
Q4 | $878K | Buy |
5,954
+352
| +6% | +$51.9K | 0.03% | 257 |
|
|
2023
Q3 | $657K | Buy |
5,602
+166
| +3% | +$19.5K | 0.02% | 283 |
|
|
2023
Q2 | $695K | Buy |
5,436
+426
| +9% | +$54.4K | 0.03% | 278 |
|
|
2023
Q1 | $500K | Sell |
5,010
-278
| -5% | -$27.8K | 0.02% | 321 |
|
|
2022
Q4 | $369K | Buy |
5,288
+2,334
| +79% | +$163K | 0.02% | 371 |
|
|
2022
Q3 | $242K | Sell |
2,954
-16
| -0.5% | -$1.31K | 0.01% | 417 |
|
|
2022
Q2 | $244K | Sell |
2,970
-24
| -0.8% | -$1.97K | 0.01% | 429 |
|
|
2022
Q1 | $310K | Buy |
2,994
+168
| +6% | +$17.4K | 0.01% | 394 |
|
|
2021
Q4 | $262K | Buy |
2,826
+222
| +9% | +$20.6K | 0.01% | 438 |
|
|
2021
Q3 | $208K | Buy |
+2,604
| New | +$208K | 0.01% | 457 |
|