StoneCrest 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 | $2.85M | Buy |
13,938
+241
| +2% | +$49.3K | 1.36% | 30 |
|
|
2025
Q1 | $2.34M | Sell |
13,697
-910
| -6% | -$155K | 1.49% | 27 |
|
|
2024
Q4 | $2.66M | Buy |
14,607
+191
| +1% | +$34.8K | 1.74% | 22 |
|
|
2024
Q3 | $2.46M | Sell |
14,416
-98
| -0.7% | -$16.7K | 1.79% | 20 |
|
|
2024
Q2 | $2.46M | Sell |
14,514
-4,294
| -23% | -$728K | 1.88% | 22 |
|
|
2024
Q1 | $2.67M | Sell |
18,808
-2,456
| -12% | -$349K | 2.31% | 17 |
|
|
2023
Q4 | $3.14M | Buy |
+21,264
| New | +$3.14M | 3.01% | 14 |
|