Provenance 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 | $236K | Buy |
1,153
+409
| +55% | +$83.7K | 0.03% | 109 |
|
|
2025
Q1 | $127K | Buy |
744
+32
| +4% | +$5.46K | 0.02% | 163 |
|
|
2024
Q4 | $130K | Hold |
712
| – | – | 0.02% | 169 |
|
|
2024
Q3 | $122K | Buy |
712
+450
| +172% | +$76.9K | 0.02% | 172 |
|
|
2024
Q2 | $44.4K | Sell |
262
-450
| -63% | -$76.3K | 0.01% | 217 |
|
|
2024
Q1 | $101K | Buy |
712
+404
| +131% | +$57.4K | 0.01% | 180 |
|
|
2023
Q4 | $45.4K | Sell |
308
-1,182
| -79% | -$174K | 0.01% | 213 |
|
|
2023
Q3 | $175K | Buy |
+1,490
| New | +$175K | 0.03% | 123 |
|