Octavia Wealth 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 | $390K | Buy |
1,905
+79
| +4% | +$16.2K | 0.04% | 141 |
|
|
2025
Q1 | $312K | Buy |
1,826
+236
| +15% | +$40.3K | 0.04% | 163 |
|
|
2024
Q4 | $289K | Sell |
1,590
-92
| -5% | -$16.7K | 0.04% | 169 |
|
|
2024
Q3 | $287K | Sell |
1,682
-174
| -9% | -$29.7K | 0.04% | 170 |
|
|
2024
Q2 | $315K | Sell |
1,856
-140
| -7% | -$23.7K | 0.04% | 161 |
|
|
2024
Q1 | $284K | Sell |
1,996
-474
| -19% | -$67.3K | 0.04% | 173 |
|
|
2023
Q4 | $364K | Buy |
2,470
+698
| +39% | +$103K | 0.06% | 151 |
|
|
2023
Q3 | $208K | Sell |
1,772
-98
| -5% | -$11.5K | 0.04% | 185 |
|
|
2023
Q2 | $239K | Buy |
+1,870
| New | +$239K | 0.05% | 168 |
|