SW
SkyOak Wealth’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
2,860
+200
| +8% | +$40.9K | 0.12% | 116 |
|
|
2025
Q1 | $454K | Buy |
2,660
+1,200
| +82% | +$205K | 0.1% | 125 |
|
|
2024
Q4 | $266K | Buy |
1,460
+712
| +95% | +$130K | 0.06% | 203 |
|
|
2024
Q3 | $256K | Sell |
748
-25
| -3% | -$8.55K | 0.06% | 195 |
|
|
2024
Q2 | $262K | Sell |
773
-671
| -46% | -$227K | 0.06% | 195 |
|
|
2024
Q1 | $410K | Buy |
+1,444
| New | +$410K | 0.1% | 143 |
|
|
2023
Q3 | – | Sell |
-2,532
| Closed | -$647K | – | 257 |
|
|
2023
Q2 | $647K | Hold |
2,532
| – | – | 0.18% | 97 |
|
|
2023
Q1 | $506K | Sell |
2,532
-1,000
| -28% | -$200K | 0.15% | 115 |
|
|
2022
Q4 | $493K | Hold |
3,532
| – | – | 0.17% | 117 |
|
|
2022
Q3 | $579K | Buy |
3,532
+2,688
| +318% | +$441K | 0.21% | 106 |
|
|
2022
Q2 | $417K | Buy |
844
+299
| +55% | +$148K | 0.14% | 127 |
|
|
2022
Q1 | $339K | Buy |
+545
| New | +$339K | 0.09% | 162 |
|
|
2021
Q1 | – | Sell |
-673
| Closed | -$239K | – | 247 |
|
|
2020
Q4 | $239K | Buy |
+673
| New | +$239K | 0.07% | 185 |
|
|
2020
Q1 | – | Sell |
-4,905
| Closed | -$1.13M | – | 268 |
|
|
2019
Q4 | $1.13M | Buy |
+4,905
| New | +$1.13M | 0.35% | 69 |
|