Sax 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 | $1.46M | Buy |
7,112
+4,006
| +129% | +$820K | 0.09% | 128 |
|
|
2025
Q1 | $530K | Buy |
3,106
+9
| +0.3% | +$1.54K | 0.04% | 210 |
|
|
2024
Q4 | $564K | Buy |
3,097
+447
| +17% | +$81.3K | 0.04% | 182 |
|
|
2024
Q3 | $453K | Buy |
2,650
+150
| +6% | +$25.6K | 0.04% | 169 |
|
|
2024
Q2 | $424K | Buy |
2,500
+834
| +50% | +$141K | 0.04% | 165 |
|
|
2024
Q1 | $237K | Sell |
1,666
-652
| -28% | -$92.6K | 0.03% | 167 |
|
|
2023
Q4 | $342K | Hold |
2,318
| – | – | 0.06% | 139 |
|
|
2023
Q3 | $272K | Sell |
2,318
-1,246
| -35% | -$146K | 0.05% | 144 |
|
|
2023
Q2 | $455K | Sell |
3,564
-4
| -0.1% | -$511 | 0.09% | 119 |
|
|
2023
Q1 | $356K | Buy |
3,568
+4
| +0.1% | +$400 | 0.08% | 128 |
|
|
2022
Q4 | $249K | Hold |
3,564
| – | – | 0.06% | 143 |
|
|
2022
Q3 | $292K | Hold |
3,564
| – | – | 0.08% | 132 |
|
|
2022
Q2 | $293K | Hold |
3,564
| – | – | 0.07% | 135 |
|
|
2022
Q1 | $370K | Hold |
3,564
| – | – | 0.09% | 125 |
|
|
2021
Q4 | $331K | Hold |
3,564
| – | – | 0.07% | 140 |
|
|
2021
Q3 | $285K | Buy |
+3,564
| New | +$285K | 0.07% | 136 |
|