Oxler Private 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 | $3.06M | Hold |
14,940
| – | – | 0.96% | 23 |
|
|
2025
Q1 | $2.55M | Sell |
14,940
-300
| -2% | -$51.2K | 0.9% | 25 |
|
|
2024
Q4 | $2.77M | Hold |
15,240
| – | – | 0.91% | 24 |
|
|
2024
Q3 | $2.6M | Hold |
15,240
| – | – | 0.91% | 26 |
|
|
2024
Q2 | $2.58M | Hold |
15,240
| – | – | 0.96% | 25 |
|
|
2024
Q1 | $2.17M | Buy |
15,240
+12,600
| +477% | +$1.79M | 0.85% | 28 |
|
|
2023
Q4 | $389K | Sell |
2,640
-12,600
| -83% | -$1.86M | 0.32% | 48 |
|
|
2023
Q3 | $1.79M | Hold |
15,240
| – | – | 0.9% | 29 |
|
|
2023
Q2 | $1.95M | Hold |
15,240
| – | – | 0.93% | 30 |
|
|
2023
Q1 | $1.52M | Hold |
15,240
| – | – | 0.75% | 40 |
|
|
2022
Q4 | $1.06M | Sell |
15,240
-240
| -2% | -$16.7K | 0.57% | 46 |
|
|
2022
Q3 | $1.27M | Hold |
15,480
| – | – | 0.71% | 38 |
|
|
2022
Q2 | $1.27M | Buy |
15,480
+660
| +4% | +$54.3K | 0.61% | 42 |
|
|
2022
Q1 | $1.54M | Hold |
14,820
| – | – | 0.69% | 43 |
|
|
2021
Q4 | $1.38M | Hold |
14,820
| – | – | 0.57% | 52 |
|
|
2021
Q3 | $1.18M | Hold |
14,820
| – | – | 0.52% | 56 |
|
|
2021
Q2 | $916K | Buy |
14,820
+6,000
| +68% | +$371K | 0.4% | 72 |
|
|
2021
Q1 | $473K | Hold |
8,820
| – | – | 0.24% | 87 |
|
|
2020
Q4 | $522K | Buy |
+8,820
| New | +$522K | 0.29% | 72 |
|