Simplicity Wealth’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 | $526K | Buy |
2,572
+1,260
| +96% | +$258K | 0.02% | 447 |
|
|
2025
Q1 | $224K | Buy |
+1,312
| New | +$224K | 0.02% | 497 |
|
|
2024
Q3 | – | Sell |
-12,262
| Closed | -$2.08M | – | 997 |
|
|
2024
Q2 | $2.08M | Buy |
12,262
+686
| +6% | +$116K | 0.05% | 353 |
|
|
2024
Q1 | $1.64M | Buy |
+11,576
| New | +$1.64M | 0.04% | 388 |
|