One Wealth Management Investment & Advisory Services’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 | $706K | Sell |
3,452
-29
| -0.8% | -$5.94K | 0.91% | 21 |
|
|
2025
Q1 | $594K | Buy |
3,481
+166
| +5% | +$28.3K | 0.98% | 18 |
|
|
2024
Q4 | $603K | Buy |
3,315
+15
| +0.5% | +$2.73K | 0.96% | 17 |
|
|
2024
Q3 | $564K | Sell |
3,300
-160
| -5% | -$27.3K | 0.99% | 18 |
|
|
2024
Q2 | $586K | Buy |
3,460
+18
| +0.5% | +$3.05K | 0.23% | 59 |
|
|
2024
Q1 | $489K | Sell |
3,442
-2,400
| -41% | -$341K | 0.2% | 68 |
|
|
2023
Q4 | $861K | Buy |
+5,842
| New | +$861K | 0.38% | 49 |
|