Ritholtz Wealth Management’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 | $2.48M | Buy |
12,111
+1,393
| +13% | +$285K | 0.05% | 241 |
|
|
2025
Q1 | $1.83M | Buy |
10,718
+1,781
| +20% | +$304K | 0.05% | 266 |
|
|
2024
Q4 | $1.63M | Buy |
8,937
+71
| +0.8% | +$12.9K | 0.05% | 267 |
|
|
2024
Q3 | $1.52M | Buy |
8,866
+14
| +0.2% | +$2.39K | 0.05% | 286 |
|
|
2024
Q2 | $1.5M | Sell |
8,852
-1,558
| -15% | -$264K | 0.05% | 253 |
|
|
2024
Q1 | $1.48M | Buy |
10,410
+3,654
| +54% | +$519K | 0.05% | 256 |
|
|
2023
Q4 | $996K | Buy |
6,756
+1,500
| +29% | +$221K | 0.04% | 317 |
|
|
2023
Q3 | $616K | Buy |
5,256
+1,766
| +51% | +$207K | 0.03% | 406 |
|
|
2023
Q2 | $446K | Sell |
3,490
-1,552
| -31% | -$198K | 0.02% | 454 |
|
|
2023
Q1 | $504K | Buy |
5,042
+412
| +9% | +$41.1K | 0.03% | 402 |
|
|
2022
Q4 | $323K | Sell |
4,630
-4,670
| -50% | -$326K | 0.02% | 447 |
|
|
2022
Q3 | $762K | Buy |
9,300
+3,594
| +63% | +$294K | 0.04% | 306 |
|
|
2022
Q2 | $470K | Sell |
5,706
-1,392
| -20% | -$115K | 0.03% | 331 |
|
|
2022
Q1 | $736K | Sell |
7,098
-1,200
| -14% | -$124K | 0.05% | 240 |
|
|
2021
Q4 | $770K | Buy |
8,298
+2,454
| +42% | +$228K | 0.05% | 215 |
|
|
2021
Q3 | $467K | Buy |
5,844
+1,338
| +30% | +$107K | 0.03% | 286 |
|
|
2021
Q2 | $279K | Buy |
+4,506
| New | +$279K | 0.02% | 381 |
|