Private 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 | $1.12M | Buy |
5,453
+750
| +16% | +$153K | 0.09% | 91 |
|
|
2025
Q1 | $803K | Buy |
4,703
+91
| +2% | +$15.5K | 0.07% | 98 |
|
|
2024
Q4 | $839K | Buy |
4,612
+900
| +24% | +$164K | 0.06% | 98 |
|
|
2024
Q3 | $634K | Buy |
3,712
+400
| +12% | +$68.4K | 0.05% | 111 |
|
|
2024
Q2 | $561K | Buy |
3,312
+1,060
| +47% | +$180K | 0.04% | 108 |
|
|
2024
Q1 | $320K | Buy |
2,252
+206
| +10% | +$29.3K | 0.03% | 132 |
|
|
2023
Q4 | $302K | Hold |
2,046
| – | – | 0.03% | 135 |
|
|
2023
Q3 | $240K | Hold |
2,046
| – | – | 0.02% | 141 |
|
|
2023
Q2 | $261K | Sell |
2,046
-330
| -14% | -$42.2K | 0.02% | 132 |
|
|
2023
Q1 | $237K | Buy |
+2,376
| New | +$237K | 0.02% | 138 |
|
|
2020
Q1 | – | Sell |
-8,808
| Closed | -$339K | – | 124 |
|
|
2019
Q4 | $339K | Hold |
8,808
| – | – | 0.05% | 103 |
|
|
2019
Q3 | $299K | Hold |
8,808
| – | – | 0.05% | 98 |
|
|
2019
Q2 | $299K | Hold |
8,808
| – | – | 0.05% | 106 |
|
|
2019
Q1 | $357K | Hold |
8,808
| – | – | 0.06% | 95 |
|
|
2018
Q4 | $276K | Hold |
8,808
| – | – | 0.05% | 86 |
|
|
2018
Q3 | $331K | Hold |
8,808
| – | – | 0.05% | 99 |
|
|
2018
Q2 | $302K | Sell |
8,808
-240
| -3% | -$8.23K | 0.05% | 103 |
|
|
2018
Q1 | $274K | Buy |
+9,048
| New | +$274K | 0.05% | 111 |
|
|
2014
Q1 | – | Sell |
-48,060
| Closed | -$460K | – | 168 |
|
|
2013
Q4 | $460K | Buy |
+48,060
| New | +$460K | 0.1% | 127 |
|