Strait & Sound 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 | $801K | Sell |
3,915
-331
| -8% | -$67.7K | 0.34% | 65 |
|
|
2025
Q1 | $725K | Sell |
4,246
-214
| -5% | -$36.5K | 0.34% | 67 |
|
|
2024
Q4 | $812K | Buy |
4,460
+62
| +1% | +$11.3K | 0.38% | 50 |
|
|
2024
Q3 | $752K | Sell |
4,398
-222
| -5% | -$37.9K | 0.37% | 53 |
|
|
2024
Q2 | $783K | Buy |
4,620
+1,836
| +66% | +$311K | 0.4% | 48 |
|
|
2024
Q1 | $395K | Buy |
2,784
+90
| +3% | +$12.8K | 0.22% | 77 |
|
|
2023
Q4 | $445K | Hold |
2,694
| – | – | 0.28% | 66 |
|
|
2023
Q3 | $316K | Sell |
2,694
-40
| -1% | -$4.69K | 0.27% | 85 |
|
|
2023
Q2 | $349K | Sell |
2,734
-494
| -15% | -$63.1K | 0.35% | 64 |
|
|
2023
Q1 | $322K | Sell |
3,228
-80
| -2% | -$7.99K | 0.32% | 75 |
|
|
2022
Q4 | $235K | Buy |
+3,308
| New | +$235K | 0.26% | 96 |
|