Sheets Smith Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $609K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $692K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $584K | Buy |
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|
2018
Q2 | $520K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $586K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.37M | Buy |
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|
2015
Q3 | $1.33M | Sell |
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|
2015
Q2 | $1.37M | Sell |
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|
2015
Q1 | $1.15M | Sell |
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|
2014
Q4 | $977K | Buy |
|