Omnia Family 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 | $275K | Buy |
1,346
+28
| +2% | +$5.73K | 0.1% | 72 |
|
|
2025
Q1 | $225K | Sell |
1,318
-480
| -27% | -$81.9K | 0.09% | 79 |
|
|
2024
Q4 | $327K | Buy |
1,798
+10
| +0.6% | +$1.82K | 0.14% | 56 |
|
|
2024
Q3 | $306K | Buy |
1,788
+34
| +2% | +$5.81K | 0.13% | 58 |
|
|
2024
Q2 | $297K | Buy |
+1,754
| New | +$297K | 0.13% | 56 |
|
|
2017
Q3 | – | Sell |
-114
| Closed | -$3K | – | 664 |
|
|
2017
Q2 | $3K | Buy |
+114
| New | +$3K | ﹤0.01% | 522 |
|
|
2017
Q1 | – | Sell |
-42
| Closed | -$1K | – | 760 |
|
|
2016
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 699 |
|