Richard W. Paul & Associates’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 | $1.64K | Hold |
8
| – | – | ﹤0.01% | 308 |
|
|
2025
Q1 | $1.37K | Sell |
8
-100
| -93% | -$17.1K | ﹤0.01% | 309 |
|
|
2024
Q4 | $19.7K | Sell |
108
-12
| -10% | -$2.18K | 0.01% | 258 |
|
|
2024
Q3 | $20.5K | Sell |
120
-100
| -45% | -$17.1K | 0.01% | 255 |
|
|
2024
Q2 | $37.3K | Sell |
220
-6
| -3% | -$1.02K | 0.01% | 220 |
|
|
2024
Q1 | $32.1K | Sell |
226
-1,474
| -87% | -$209K | 0.01% | 232 |
|
|
2023
Q4 | $251K | Buy |
+1,700
| New | +$251K | 0.11% | 155 |
|