Schrum Private 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 | $1.82M | Hold |
8,915
| – | – | 1.46% | 17 |
|
|
2025
Q1 | $1.52M | Hold |
8,915
| – | – | 1.34% | 19 |
|
|
2024
Q4 | $1.62M | Sell |
8,915
-681
| -7% | -$124K | 1.37% | 18 |
|
|
2024
Q3 | $1.64M | Buy |
9,596
+1,032
| +12% | +$176K | 0.85% | 33 |
|
|
2024
Q2 | $1.45M | Hold |
8,564
| – | – | 1.31% | 21 |
|
|
2024
Q1 | $1.22M | Buy |
8,564
+5,024
| +142% | +$714K | 1.1% | 25 |
|
|
2023
Q4 | $522K | Sell |
3,540
-2,700
| -43% | -$398K | 0.74% | 37 |
|
|
2023
Q3 | $731K | Hold |
6,240
| – | – | 0.83% | 35 |
|
|
2023
Q2 | $797K | Hold |
6,240
| – | – | 0.86% | 35 |
|
|
2023
Q1 | $623K | Hold |
6,240
| – | – | 0.72% | 41 |
|
|
2022
Q4 | $435K | Hold |
6,240
| – | – | 0.52% | 57 |
|
|
2022
Q3 | $511K | Buy |
6,240
+120
| +2% | +$9.83K | 0.64% | 45 |
|
|
2022
Q2 | $504K | Hold |
6,120
| – | – | 0.57% | 51 |
|
|
2022
Q1 | $630K | Buy |
6,120
+720
| +13% | +$74.1K | 0.63% | 47 |
|
|
2021
Q4 | $501K | Buy |
+5,400
| New | +$501K | 0.46% | 61 |
|