Obermeyer Wealth Partners’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 | $896K | Sell |
4,380
-100
| -2% | -$20.5K | 0.04% | 113 |
|
|
2025
Q1 | $764K | Buy |
4,480
+1,386
| +45% | +$236K | 0.04% | 116 |
|
|
2024
Q4 | $563K | Buy |
3,094
+72
| +2% | +$13.1K | 0.03% | 139 |
|
|
2024
Q3 | $516K | Buy |
3,022
+226
| +8% | +$38.6K | 0.03% | 152 |
|
|
2024
Q2 | $474K | Buy |
2,796
+350
| +14% | +$59.3K | 0.03% | 149 |
|
|
2024
Q1 | $347K | Buy |
2,446
+26
| +1% | +$3.69K | 0.02% | 179 |
|
|
2023
Q4 | $357K | Buy |
2,420
+20
| +0.8% | +$2.95K | 0.02% | 151 |
|
|
2023
Q3 | $281K | Hold |
2,400
| – | – | 0.02% | 165 |
|
|
2023
Q2 | $307K | Hold |
2,400
| – | – | 0.02% | 159 |
|
|
2023
Q1 | $240K | Buy |
+2,400
| New | +$240K | 0.02% | 188 |
|
|
2022
Q4 | – | Sell |
-2,646
| Closed | -$217K | – | 234 |
|
|
2022
Q3 | $217K | Buy |
+2,646
| New | +$217K | 0.02% | 191 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$249K | – | 228 |
|
|
2022
Q1 | $249K | Hold |
2,400
| – | – | 0.01% | 194 |
|
|
2021
Q4 | $223K | Buy |
+2,400
| New | +$223K | 0.01% | 212 |
|