SteelPeak 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
$2.23M Sell
10,890
-3,293
-23% -$674K 0.09% 179
2025
Q1
$2.42M Buy
14,183
+1,260
+10% +$215K 0.1% 152
2024
Q4
$2.35M Buy
12,923
+509
+4% +$92.6K 0.1% 157
2024
Q3
$2.12M Sell
12,414
-3,832
-24% -$655K 0.09% 161
2024
Q2
$2.75M Sell
16,246
-662
-4% -$112K 0.13% 129
2024
Q1
$2.4M Buy
16,908
+4,972
+42% +$706K 0.12% 131
2023
Q4
$1.76M Buy
11,936
+356
+3% +$52.5K 0.1% 160
2023
Q3
$1.36M Buy
11,580
+2,606
+29% +$305K 0.09% 161
2023
Q2
$1.15M Buy
8,974
+1,806
+25% +$231K 0.07% 168
2023
Q1
$716K Buy
+7,168
New +$716K 0.05% 192
2020
Q4
Sell
-1,704
Closed -$70K 327
2020
Q3
$70K Buy
+1,704
New +$70K 0.01% 260