Planning Directions’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 | $444K | Hold |
2,170
| – | – | 0.25% | 46 |
|
|
2025
Q1 | $370K | Sell |
2,170
-576
| -21% | -$98.3K | 0.16% | 79 |
|
|
2024
Q4 | $500K | Hold |
2,746
| – | – | 0.29% | 41 |
|
|
2024
Q3 | $469K | Hold |
2,746
| – | – | 0.28% | 45 |
|
|
2024
Q2 | $465K | Buy |
2,746
+340
| +14% | +$57.6K | 0.32% | 42 |
|
|
2024
Q1 | $342K | Sell |
2,406
-350
| -13% | -$49.7K | 0.24% | 54 |
|
|
2023
Q4 | $406K | Hold |
2,756
| – | – | 0.29% | 45 |
|
|
2023
Q3 | $323K | Sell |
2,756
-400
| -13% | -$46.9K | 0.25% | 45 |
|
|
2023
Q2 | $403K | Hold |
3,156
| – | – | 0.29% | 41 |
|
|
2023
Q1 | $315K | Sell |
3,156
-186
| -6% | -$18.6K | 0.23% | 49 |
|
|
2022
Q4 | $233K | Hold |
3,342
| – | – | 0.18% | 60 |
|
|
2022
Q3 | $274K | Hold |
3,342
| – | – | 0.22% | 51 |
|
|
2022
Q2 | $275K | Hold |
3,342
| – | – | 0.21% | 52 |
|
|
2022
Q1 | $347K | Hold |
3,342
| – | – | 0.24% | 51 |
|
|
2021
Q4 | $310K | Buy |
3,342
+120
| +4% | +$11.1K | 0.21% | 57 |
|
|
2021
Q3 | $257K | Buy |
+3,222
| New | +$257K | 0.19% | 59 |
|