Spire Wealth Management’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 | $9.95M | Sell |
48,741
-14,123
| -22% | -$2.88M | 0.36% | 57 |
|
|
2025
Q1 | $10.7M | Sell |
62,864
-211
| -0.3% | -$36K | 0.34% | 62 |
|
|
2024
Q4 | $11.5M | Buy |
63,075
+6,449
| +11% | +$1.17M | 0.36% | 58 |
|
|
2024
Q3 | $9.68M | Buy |
56,626
+6,592
| +13% | +$1.13M | 0.33% | 64 |
|
|
2024
Q2 | $8.48M | Sell |
50,034
-3,098
| -6% | -$525K | 0.3% | 73 |
|
|
2024
Q1 | $7.55M | Sell |
53,132
-1,868
| -3% | -$265K | 0.14% | 112 |
|
|
2023
Q4 | $9.29M | Buy |
55,000
+3,118
| +6% | +$527K | 0.31% | 66 |
|
|
2023
Q3 | $6.08M | Sell |
51,882
-66
| -0.1% | -$7.74K | 0.23% | 84 |
|
|
2023
Q2 | $6.64M | Buy |
51,948
+8,306
| +19% | +$1.06M | 0.25% | 86 |
|
|
2023
Q1 | $4.36M | Buy |
43,642
+10,704
| +32% | +$1.07M | 0.17% | 121 |
|
|
2022
Q4 | $2.3M | Buy |
32,938
+8,396
| +34% | +$586K | 0.13% | 143 |
|
|
2022
Q3 | $2.01M | Sell |
24,542
-17,830
| -42% | -$1.46M | 0.12% | 136 |
|
|
2022
Q2 | $3.49M | Sell |
42,372
-120,084
| -74% | -$9.89M | 0.14% | 146 |
|
|
2022
Q1 | $16.9M | Buy |
162,456
+83,322
| +105% | +$8.65M | 0.45% | 48 |
|
|
2021
Q4 | $7.34M | Buy |
79,134
+3,396
| +4% | +$315K | 0.16% | 145 |
|
|
2021
Q3 | $6.05M | Buy |
75,738
+348
| +0.5% | +$27.8K | 0.16% | 145 |
|
|
2021
Q2 | $4.66M | Buy |
75,390
+708
| +0.9% | +$43.8K | 0.13% | 170 |
|
|
2021
Q1 | $4.02M | Buy |
+74,682
| New | +$4.02M | 0.11% | 180 |
|