Optimum Investment Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $487K | Hold |
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|
2025
Q2 | $489K | Hold |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $408K | Hold |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $167K | Sell |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $193K | Hold |
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|
2020
Q4 | $213K | Hold |
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|
2020
Q3 | $147K | Hold |
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|
2020
Q2 | $138K | Hold |
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|
2020
Q1 | $98K | Hold |
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|
2019
Q4 | $139K | Hold |
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|
2019
Q3 | $122K | Hold |
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|
2019
Q2 | $122K | Hold |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $75K | Buy |
|