SSWM
Sheets Smith Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
5,135
+1,565
| +44% | +$320K | 0.12% | 158 |
|
|
2025
Q1 | $609K | Sell |
3,570
-2,084
| -37% | -$356K | 0.08% | 224 |
|
|
2024
Q4 | $1.03M | Buy |
5,654
+2,656
| +89% | +$483K | 0.13% | 155 |
|
|
2024
Q3 | $1.02M | Sell |
2,998
-504
| -14% | -$172K | 0.13% | 156 |
|
|
2024
Q2 | $1.19M | Buy |
3,502
+2,023
| +137% | +$686K | 0.14% | 142 |
|
|
2024
Q1 | $420K | Buy |
1,479
+34
| +2% | +$9.66K | 0.05% | 276 |
|
|
2023
Q4 | $426K | Buy |
+1,445
| New | +$426K | 0.06% | 239 |
|
|
2019
Q2 | – | Sell |
-2,848
| Closed | -$692K | – | 329 |
|
|
2019
Q1 | $692K | Buy |
+2,848
| New | +$692K | 0.15% | 160 |
|
|
2018
Q4 | – | Sell |
-2,592
| Closed | -$584K | – | 310 |
|
|
2018
Q3 | $584K | Buy |
2,592
+62
| +2% | +$14K | 0.12% | 193 |
|
|
2018
Q2 | $520K | Buy |
+2,530
| New | +$520K | 0.12% | 182 |
|
|
2016
Q4 | – | Sell |
-3,678
| Closed | -$586K | – | 294 |
|
|
2016
Q3 | $586K | Buy |
+3,678
| New | +$586K | 0.17% | 166 |
|
|
2016
Q1 | – | Sell |
-7,794
| Closed | -$1.37M | – | 256 |
|
|
2015
Q4 | $1.37M | Buy |
7,794
+87
| +1% | +$15.3K | 0.42% | 72 |
|
|
2015
Q3 | $1.33M | Sell |
7,707
-133
| -2% | -$22.9K | 0.45% | 68 |
|
|
2015
Q2 | $1.37M | Sell |
7,840
-2
| -0% | -$349 | 0.37% | 78 |
|
|
2015
Q1 | $1.15M | Sell |
7,842
-133
| -2% | -$19.4K | 0.32% | 95 |
|
|
2014
Q4 | $977K | Buy |
+7,975
| New | +$977K | 0.25% | 117 |
|