Paragon Private Wealth Management’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 | $1M | Buy |
4,905
+1,062
| +28% | +$217K | 0.4% | 71 |
|
|
2025
Q1 | $656K | Buy |
3,843
+641
| +20% | +$109K | 0.3% | 95 |
|
|
2024
Q4 | $583K | Buy |
3,202
+452
| +16% | +$82.2K | 0.27% | 95 |
|
|
2024
Q3 | $470K | Buy |
2,750
+314
| +13% | +$53.7K | 0.23% | 104 |
|
|
2024
Q2 | $413K | Buy |
2,436
+416
| +21% | +$70.5K | 0.23% | 104 |
|
|
2024
Q1 | $287K | Buy |
2,020
+610
| +43% | +$86.7K | 0.17% | 118 |
|
|
2023
Q4 | $208K | Buy |
+1,410
| New | +$208K | 0.14% | 133 |
|