Optimum Investment 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 | $489K | Hold |
2,390
| – | – | 0.21% | 94 |
|
|
2025
Q1 | $408K | Hold |
2,390
| – | – | 0.19% | 108 |
|
|
2024
Q4 | $435K | Hold |
2,390
| – | – | 0.19% | 108 |
|
|
2024
Q3 | $408K | Hold |
2,390
| – | – | 0.18% | 117 |
|
|
2024
Q2 | $405K | Hold |
2,390
| – | – | 0.18% | 116 |
|
|
2024
Q1 | $340K | Buy |
2,390
+40
| +2% | +$5.68K | 0.16% | 138 |
|
|
2023
Q4 | $346K | Sell |
2,350
-50
| -2% | -$7.37K | 0.17% | 120 |
|
|
2023
Q3 | $281K | Hold |
2,400
| – | – | 0.14% | 148 |
|
|
2023
Q2 | $307K | Sell |
2,400
-140
| -6% | -$17.9K | 0.15% | 140 |
|
|
2023
Q1 | $254K | Buy |
2,540
+140
| +6% | +$14K | 0.13% | 154 |
|
|
2022
Q4 | $167K | Sell |
2,400
-1,200
| -33% | -$83.7K | 0.09% | 204 |
|
|
2022
Q3 | $295K | Hold |
3,600
| – | – | 0.16% | 140 |
|
|
2022
Q2 | $296K | Hold |
3,600
| – | – | 0.15% | 144 |
|
|
2022
Q1 | $374K | Hold |
3,600
| – | – | 0.16% | 135 |
|
|
2021
Q4 | $334K | Hold |
3,600
| – | – | 0.13% | 158 |
|
|
2021
Q3 | $287K | Hold |
3,600
| – | – | 0.12% | 166 |
|
|
2021
Q2 | $223K | Hold |
3,600
| – | – | 0.07% | 243 |
|
|
2021
Q1 | $193K | Hold |
3,600
| – | – | 0.06% | 270 |
|
|
2020
Q4 | $213K | Hold |
3,600
| – | – | 0.06% | 237 |
|
|
2020
Q3 | $147K | Hold |
3,600
| – | – | 0.05% | 271 |
|
|
2020
Q2 | $138K | Hold |
3,600
| – | – | 0.05% | 279 |
|
|
2020
Q1 | $98K | Hold |
3,600
| – | – | 0.04% | 310 |
|
|
2019
Q4 | $139K | Hold |
3,600
| – | – | 0.04% | 333 |
|
|
2019
Q3 | $122K | Hold |
3,600
| – | – | 0.04% | 339 |
|
|
2019
Q2 | $122K | Hold |
3,600
| – | – | 0.04% | 338 |
|
|
2019
Q1 | $146K | Buy |
3,600
+1,200
| +50% | +$48.7K | 0.05% | 322 |
|
|
2018
Q4 | $75K | Buy |
+2,400
| New | +$75K | 0.03% | 398 |
|