Principle 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 | $5.86M | Buy |
28,656
+2,512
| +10% | +$514K | 0.37% | 58 |
|
|
2025
Q1 | $4.46M | Buy |
26,144
+470
| +2% | +$80.2K | 0.32% | 72 |
|
|
2024
Q4 | $4.67M | Buy |
25,674
+1,222
| +5% | +$222K | 0.33% | 71 |
|
|
2024
Q3 | $4.18M | Sell |
24,452
-50
| -0.2% | -$8.55K | 0.3% | 78 |
|
|
2024
Q2 | $4.15M | Buy |
24,502
+1,784
| +8% | +$302K | 0.32% | 77 |
|
|
2024
Q1 | $3.23M | Buy |
22,718
+1,110
| +5% | +$158K | 0.25% | 94 |
|
|
2023
Q4 | $3.19M | Buy |
21,608
+9,400
| +77% | +$1.39M | 0.27% | 90 |
|
|
2023
Q3 | $1.43M | Buy |
12,208
+4,564
| +60% | +$535K | 0.14% | 123 |
|
|
2023
Q2 | $977K | Buy |
+7,644
| New | +$977K | 0.1% | 144 |
|
|
2020
Q3 | – | Sell |
-600
| Closed | -$23K | – | 348 |
|
|
2020
Q2 | $23K | Buy |
+600
| New | +$23K | 0.01% | 342 |
|