Opal 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 | $271K | Sell |
1,326
-13
| -1% | -$2.66K | 0.08% | 154 |
|
|
2025
Q1 | $228K | Buy |
1,339
+5
| +0.4% | +$853 | 0.07% | 162 |
|
|
2024
Q4 | $243K | Buy |
1,334
+108
| +9% | +$19.7K | 0.07% | 156 |
|
|
2024
Q3 | $210K | Sell |
1,226
-50
| -4% | -$8.55K | 0.07% | 180 |
|
|
2024
Q2 | $216K | Sell |
1,276
-178
| -12% | -$30.2K | 0.07% | 161 |
|
|
2024
Q1 | $207K | Sell |
1,454
-276
| -16% | -$39.2K | 0.07% | 167 |
|
|
2023
Q4 | $255K | Buy |
1,730
+14
| +0.8% | +$2.06K | 0.1% | 142 |
|
|
2023
Q3 | $201K | Buy |
+1,716
| New | +$201K | 0.12% | 138 |
|
|
2022
Q1 | – | Sell |
-2,814
| Closed | -$261K | – | 127 |
|
|
2021
Q4 | $261K | Sell |
2,814
-78
| -3% | -$7.24K | 0.17% | 93 |
|
|
2021
Q3 | $231K | Buy |
+2,892
| New | +$231K | 0.22% | 68 |
|