Redwood 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 | $520K | Sell |
2,541
-42
| -2% | -$8.6K | 0.23% | 98 |
|
|
2025
Q1 | $441K | Buy |
2,583
+899
| +53% | +$153K | 0.22% | 100 |
|
|
2024
Q4 | $307K | Buy |
1,684
+100
| +6% | +$18.2K | 0.15% | 126 |
|
|
2024
Q3 | $271K | Sell |
1,584
-768
| -33% | -$131K | 0.13% | 134 |
|
|
2024
Q2 | $399K | Buy |
2,352
+354
| +18% | +$60K | 0.3% | 76 |
|
|
2024
Q1 | $284K | Buy |
+1,998
| New | +$284K | 0.3% | 92 |
|