Strategic Wealth Partners’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 | $2.69M | Buy |
+13,134
| New | +$2.69M | 0.21% | 88 |
|
|
2024
Q4 | $2.63M | Sell |
13,026
-2,008
| -13% | -$405K | 0.22% | 93 |
|
|
2024
Q3 | $2.57M | Sell |
15,034
-676
| -4% | -$116K | 0.25% | 91 |
|
|
2024
Q2 | $2.66M | Sell |
15,710
-82
| -0.5% | -$13.9K | 0.28% | 86 |
|
|
2024
Q1 | $2.24M | Sell |
15,792
-4,440
| -22% | -$631K | 0.25% | 90 |
|
|
2023
Q4 | $2.98M | Buy |
20,232
+1,566
| +8% | +$231K | 0.37% | 84 |
|
|
2023
Q3 | $2.19M | Sell |
18,666
-436
| -2% | -$51.1K | 0.29% | 94 |
|
|
2023
Q2 | $2.44M | Buy |
+19,102
| New | +$2.44M | 0.32% | 97 |
|
|
2019
Q4 | – | Sell |
-876
| Closed | -$9.4K | – | 387 |
|
|
2019
Q3 | $9.4K | Buy |
876
+600
| +217% | +$6.44K | 0.05% | 145 |
|
|
2019
Q2 | $9K | Buy |
+276
| New | +$9K | ﹤0.01% | 569 |
|
|
2019
Q1 | – | Sell |
-12
| Closed | – | – | 804 |
|
|
2018
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 700 |
|