Stratos 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 | $9.63M | Buy |
47,070
+10,971
| +30% | +$2.25M | 0.13% | 161 |
|
|
2025
Q1 | $6.16M | Sell |
36,099
-1,903
| -5% | -$325K | 0.09% | 221 |
|
|
2024
Q4 | $6.91M | Buy |
38,002
+394
| +1% | +$71.7K | 0.1% | 208 |
|
|
2024
Q3 | $6.43M | Buy |
37,608
+12,180
| +48% | +$2.08M | 0.09% | 218 |
|
|
2024
Q2 | $4.31M | Buy |
25,428
+7,562
| +42% | +$1.28M | 0.07% | 278 |
|
|
2024
Q1 | $2.54M | Buy |
17,866
+5,078
| +40% | +$721K | 0.04% | 385 |
|
|
2023
Q4 | $1.89M | Sell |
12,788
-322
| -2% | -$47.5K | 0.04% | 431 |
|
|
2023
Q3 | $1.54M | Buy |
13,110
+4,686
| +56% | +$549K | 0.03% | 435 |
|
|
2023
Q2 | $1.08M | Buy |
8,424
+956
| +13% | +$122K | 0.02% | 509 |
|
|
2023
Q1 | $746K | Sell |
7,468
-648
| -8% | -$64.7K | 0.02% | 558 |
|
|
2022
Q4 | $566K | Sell |
8,116
-832
| -9% | -$58K | 0.01% | 687 |
|
|
2022
Q3 | $733K | Buy |
8,948
+674
| +8% | +$55.2K | 0.02% | 569 |
|
|
2022
Q2 | $681K | Buy |
8,274
+1,398
| +20% | +$115K | 0.02% | 616 |
|
|
2022
Q1 | $713K | Buy |
6,876
+90
| +1% | +$9.33K | 0.02% | 668 |
|
|
2021
Q4 | $630K | Buy |
6,786
+654
| +11% | +$60.7K | 0.01% | 729 |
|
|
2021
Q3 | $490K | Sell |
6,132
-132
| -2% | -$10.5K | 0.01% | 755 |
|
|
2021
Q2 | $387K | Buy |
6,264
+102
| +2% | +$6.3K | 0.01% | 862 |
|
|
2021
Q1 | $331K | Sell |
6,162
-594
| -9% | -$31.9K | 0.01% | 852 |
|
|
2020
Q4 | $400K | Sell |
6,756
-366
| -5% | -$21.7K | 0.01% | 745 |
|
|
2020
Q3 | $291K | Buy |
7,122
+1,296
| +22% | +$53K | 0.01% | 800 |
|
|
2020
Q2 | $223K | Buy |
+5,826
| New | +$223K | 0.01% | 866 |
|
|
2018
Q4 | – | Sell |
-3,546
| Closed | -$133K | – | 1990 |
|
|
2018
Q3 | $133K | Buy |
+3,546
| New | +$133K | 0.01% | 1009 |
|
|
2018
Q2 | – | Sell |
-4,320
| Closed | -$131K | – | 2092 |
|
|
2018
Q1 | $131K | Buy |
4,320
+990
| +30% | +$30K | 0.01% | 1064 |
|
|
2017
Q4 | $80K | Buy |
+3,330
| New | +$80K | ﹤0.01% | 1291 |
|
|
2016
Q4 | – | Sell |
-8,562
| Closed | -$227K | – | 760 |
|
|
2016
Q3 | $227K | Buy |
+8,562
| New | +$227K | 0.02% | 586 |
|