Phoenix Wealth 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 | $501K | Hold |
2,450
| – | – | 0.21% | 83 |
|
|
2025
Q1 | $418K | Hold |
2,450
| – | – | 0.18% | 84 |
|
|
2024
Q4 | $446K | Hold |
2,450
| – | – | 0.19% | 81 |
|
|
2024
Q3 | $419K | Hold |
2,450
| – | – | 0.19% | 82 |
|
|
2024
Q2 | $415K | Hold |
2,450
| – | – | 0.21% | 82 |
|
|
2024
Q1 | $348K | Buy |
2,450
+2
| +0.1% | +$284 | 0.21% | 87 |
|
|
2023
Q4 | $354K | Sell |
2,448
-12
| -0.5% | -$1.73K | 0.25% | 80 |
|
|
2023
Q3 | $288K | Sell |
2,460
-2,716
| -52% | -$318K | 0.17% | 88 |
|
|
2023
Q2 | $661K | Sell |
5,176
-120
| -2% | -$15.3K | 0.38% | 42 |
|
|
2023
Q1 | $529K | Sell |
5,296
-260
| -5% | -$26K | 0.33% | 45 |
|
|
2022
Q4 | $388K | Sell |
5,556
-438
| -7% | -$30.6K | 0.23% | 56 |
|
|
2022
Q3 | $491K | Sell |
5,994
-96
| -2% | -$7.86K | 0.49% | 46 |
|
|
2022
Q2 | $501K | Buy |
+6,090
| New | +$501K | 0.49% | 46 |
|
|
2022
Q1 | – | Sell |
-2,700
| Closed | -$251K | – | 118 |
|
|
2021
Q4 | $251K | Hold |
2,700
| – | – | 0.19% | 104 |
|
|
2021
Q3 | $216K | Hold |
2,700
| – | – | 0.16% | 111 |
|
|
2021
Q2 | $176K | Hold |
2,700
| – | – | 0.13% | 123 |
|
|
2021
Q1 | $148K | Sell |
2,700
-900
| -25% | -$49.3K | 0.12% | 131 |
|
|
2020
Q4 | $213K | Buy |
+3,600
| New | +$213K | 0.16% | 107 |
|