Soltis Investment Advisors’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 | $1.05M | Buy |
5,154
+1,444
| +39% | +$295K | 0.08% | 169 |
|
|
2025
Q1 | $633K | Buy |
3,710
+2,546
| +219% | +$434K | 0.06% | 209 |
|
|
2024
Q4 | $212K | Sell |
1,164
-32,930
| -97% | -$5.99M | 0.02% | 347 |
|
|
2024
Q3 | $5.83M | Buy |
+34,094
| New | +$5.83M | 0.57% | 53 |
|
|
2023
Q2 | – | Sell |
-30,138
| Closed | -$3.01M | – | 276 |
|
|
2023
Q1 | $3.01M | Buy |
30,138
+3,142
| +12% | +$314K | 0.38% | 77 |
|
|
2022
Q4 | $1.88M | Buy |
26,996
+16,508
| +157% | +$1.15M | 0.25% | 104 |
|
|
2022
Q3 | $859K | Buy |
+10,488
| New | +$859K | 0.13% | 131 |
|