Rockline 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 | $4.86M | Buy |
23,737
+1,598
| +7% | +$327K | 1.15% | 26 |
|
|
2025
Q1 | $3.78M | Buy |
22,139
+10,390
| +88% | +$1.77M | 1.05% | 30 |
|
|
2024
Q4 | $2.14M | Buy |
11,749
+433
| +4% | +$78.8K | 0.57% | 53 |
|
|
2024
Q3 | $1.93M | Buy |
11,316
+966
| +9% | +$165K | 0.55% | 53 |
|
|
2024
Q2 | $1.75M | Buy |
10,350
+548
| +6% | +$92.9K | 0.54% | 51 |
|
|
2024
Q1 | $1.39M | Buy |
9,802
+2,716
| +38% | +$386K | 0.49% | 52 |
|
|
2023
Q4 | $1.04M | Buy |
+7,086
| New | +$1.04M | 0.43% | 57 |
|