Mowery & Schoenfeld 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 | $7.57K | Sell |
37
-118
| -76% | -$24.1K | 0.01% | 236 |
|
|
2025
Q1 | $26.5K | Buy |
155
+13
| +9% | +$2.22K | 0.05% | 182 |
|
|
2024
Q4 | $25.8K | Sell |
142
-658
| -82% | -$120K | 0.05% | 160 |
|
|
2024
Q3 | $137K | Buy |
800
+700
| +700% | +$120K | 0.22% | 53 |
|
|
2024
Q2 | $17K | Hold |
100
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $14.2K | Hold |
100
| – | – | 0.03% | 108 |
|
|
2023
Q4 | $14.7K | Buy |
+100
| New | +$14.7K | 0.03% | 102 |
|