Signature Wealth Management Partners’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 | $295K | Hold |
1,442
| – | – | 0.17% | 80 |
|
|
2025
Q1 | $246K | Hold |
1,442
| – | – | 0.16% | 92 |
|
|
2024
Q4 | $262K | Buy |
1,442
+20
| +1% | +$3.64K | 0.18% | 86 |
|
|
2024
Q3 | $243K | Hold |
1,422
| – | – | 0.18% | 89 |
|
|
2024
Q2 | $241K | Hold |
1,422
| – | – | 0.18% | 90 |
|
|
2024
Q1 | $202K | Hold |
1,422
| – | – | 0.16% | 96 |
|
|
2023
Q4 | $210K | Buy |
+1,422
| New | +$210K | 0.18% | 89 |
|