New England Capital Financial 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 | $25.4K | Hold |
124
| – | – | 0.01% | 164 |
|
|
2025
Q1 | $21.2K | Hold |
124
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $22.6K | Sell |
124
-100
| -45% | -$18.2K | 0.01% | 168 |
|
|
2024
Q3 | $38.3K | Hold |
224
| – | – | 0.02% | 129 |
|
|
2024
Q2 | $38K | Hold |
224
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $31.8K | Buy |
224
+200
| +833% | +$28.4K | 0.02% | 139 |
|
|
2023
Q4 | $3.54K | Hold |
24
| – | – | ﹤0.01% | 297 |
|
|
2023
Q3 | $2.81K | Hold |
24
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $3.07K | Sell |
24
-220
| -90% | -$28.1K | ﹤0.01% | 290 |
|
|
2023
Q1 | $24.4K | Hold |
244
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $17.8K | Buy |
+244
| New | +$17.8K | 0.01% | 195 |
|