Private Wealth Management Group’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 | $16K | Hold |
78
| – | – | 0.01% | 361 |
|
|
2025
Q1 | $13.3K | Sell |
78
-8
| -9% | -$1.37K | ﹤0.01% | 393 |
|
|
2024
Q4 | $15.6K | Buy |
86
+8
| +10% | +$1.46K | 0.01% | 371 |
|
|
2024
Q3 | $13.3K | Hold |
78
| – | – | 0.01% | 380 |
|
|
2024
Q2 | $13.2K | Hold |
78
| – | – | 0.01% | 374 |
|
|
2024
Q1 | $11.1K | Buy |
78
+36
| +86% | +$5.12K | 0.01% | 383 |
|
|
2023
Q4 | $6.19K | Buy |
+42
| New | +$6.19K | ﹤0.01% | 558 |
|