NewEdge Wealth’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 | $10.5M | Sell |
62,332
-4,081
| -6% | -$686K | 0.16% | 114 |
|
|
2025
Q1 | $11.3M | Buy |
66,413
+462
| +0.7% | +$78.8K | 0.21% | 100 |
|
|
2024
Q4 | $12M | Buy |
65,951
+6,319
| +11% | +$1.15M | 0.21% | 106 |
|
|
2024
Q3 | $10.2M | Buy |
59,632
+33,424
| +128% | +$5.71M | 0.18% | 116 |
|
|
2024
Q2 | $4.44M | Sell |
26,208
-114
| -0.4% | -$19.3K | 0.1% | 176 |
|
|
2024
Q1 | $3.89M | Buy |
26,322
+3,490
| +15% | +$515K | 0.09% | 201 |
|
|
2023
Q4 | $3.37M | Sell |
22,832
-1,590
| -7% | -$234K | 0.09% | 196 |
|
|
2023
Q3 | $2.86M | Sell |
24,422
-3,416
| -12% | -$400K | 0.09% | 192 |
|
|
2023
Q2 | $3.56M | Buy |
27,838
+16,926
| +155% | +$2.16M | 0.12% | 161 |
|
|
2023
Q1 | $1.09M | Buy |
10,912
+6,070
| +125% | +$606K | 0.04% | 299 |
|
|
2022
Q4 | $338K | Sell |
4,842
-690
| -12% | -$48.1K | 0.01% | 425 |
|
|
2022
Q3 | $453K | Buy |
5,532
+492
| +10% | +$40.3K | 0.02% | 367 |
|
|
2022
Q2 | $415K | Buy |
5,040
+1,710
| +51% | +$141K | 0.02% | 417 |
|
|
2022
Q1 | $345K | Buy |
+3,330
| New | +$345K | 0.02% | 348 |
|