Perfromance Wealth Partners’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 | $727K | Buy |
3,551
+87
| +3% | +$17.8K | 0.02% | 84 |
|
|
2025
Q1 | $591K | Sell |
3,464
-56
| -2% | -$9.56K | 0.02% | 81 |
|
|
2024
Q4 | $640K | Hold |
3,520
| – | – | 0.02% | 85 |
|
|
2024
Q3 | $602K | Buy |
3,520
+54
| +2% | +$9.23K | 0.02% | 90 |
|
|
2024
Q2 | $588K | Buy |
3,466
+80
| +2% | +$13.6K | 0.02% | 79 |
|
|
2024
Q1 | $481K | Buy |
3,386
+60
| +2% | +$8.52K | 0.02% | 98 |
|
|
2023
Q4 | $490K | Sell |
3,326
-246
| -7% | -$36.3K | 0.02% | 106 |
|
|
2023
Q3 | $419K | Buy |
3,572
+434
| +14% | +$50.9K | 0.02% | 117 |
|
|
2023
Q2 | $405K | Hold |
3,138
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $313K | Sell |
3,138
-90
| -3% | -$8.99K | 0.02% | 139 |
|
|
2022
Q4 | $225K | Sell |
3,228
-522
| -14% | -$36.4K | 0.01% | 150 |
|
|
2022
Q3 | $307K | Sell |
3,750
-36
| -1% | -$2.95K | 0.02% | 121 |
|
|
2022
Q2 | $312K | Buy |
3,786
+252
| +7% | +$20.8K | 0.02% | 125 |
|
|
2022
Q1 | $367K | Buy |
3,534
+36
| +1% | +$3.74K | 0.02% | 125 |
|
|
2021
Q4 | $325K | Buy |
+3,498
| New | +$325K | 0.01% | 141 |
|