Schwarz Dygos Wheeler Investment 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 | $3.97M | Buy |
19,405
+12,712
| +190% | +$2.6M | 0.9% | 29 |
|
|
2025
Q1 | $1.14M | Buy |
6,693
+730
| +12% | +$125K | 0.27% | 62 |
|
|
2024
Q4 | $1.09M | Buy |
5,963
+689
| +13% | +$125K | 0.27% | 62 |
|
|
2024
Q3 | $901K | Buy |
5,274
+34
| +0.6% | +$5.81K | 0.22% | 71 |
|
|
2024
Q2 | $888K | Sell |
5,240
-48
| -0.9% | -$8.14K | 0.24% | 68 |
|
|
2024
Q1 | $751K | Sell |
5,288
-84
| -2% | -$11.9K | 0.21% | 76 |
|
|
2023
Q4 | $792K | Buy |
5,372
+374
| +7% | +$55.1K | 0.24% | 68 |
|
|
2023
Q3 | $586K | Buy |
4,998
+30
| +0.6% | +$3.52K | 0.2% | 77 |
|
|
2023
Q2 | $635K | Buy |
4,968
+90
| +2% | +$11.5K | 0.21% | 71 |
|
|
2023
Q1 | $487K | Buy |
4,878
+1,528
| +46% | +$153K | 0.18% | 79 |
|
|
2022
Q4 | $234K | Buy |
3,350
+350
| +12% | +$24.4K | 0.09% | 109 |
|
|
2022
Q3 | $246K | Hold |
3,000
| – | – | 0.11% | 96 |
|
|
2022
Q2 | $247K | Sell |
3,000
-240
| -7% | -$19.8K | 0.1% | 106 |
|
|
2022
Q1 | $336K | Buy |
3,240
+450
| +16% | +$46.7K | 0.11% | 102 |
|
|
2021
Q4 | $259K | Buy |
+2,790
| New | +$259K | 0.09% | 114 |
|