SAM
Secure Asset Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
12,015
+1,346
| +13% | +$275K | 0.45% | 59 |
|
|
2025
Q1 | $1.82M | Sell |
10,669
-1,576
| -13% | -$269K | 0.36% | 89 |
|
|
2024
Q4 | $2.23M | Buy |
12,245
+8,621
| +238% | +$1.57M | 0.34% | 70 |
|
|
2024
Q3 | $1.24M | Buy |
3,624
+351
| +11% | +$120K | 0.21% | 116 |
|
|
2024
Q2 | $1.11M | Buy |
3,273
+1,127
| +53% | +$382K | 0.21% | 112 |
|
|
2024
Q1 | $610K | Buy |
2,146
+882
| +70% | +$251K | 0.14% | 121 |
|
|
2023
Q4 | $373K | Buy |
+1,264
| New | +$373K | 0.1% | 147 |
|
|
2022
Q2 | – | Sell |
-343
| Closed | -$214K | – | 207 |
|
|
2022
Q1 | $214K | Sell |
343
-133
| -28% | -$83K | 0.1% | 184 |
|
|
2021
Q4 | $265K | Buy |
+476
| New | +$265K | 0.11% | 162 |
|