Summit Wealth & Retirement Planning’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 | $518K | Hold |
2,530
| – | – | 0.14% | 52 |
|
|
2025
Q1 | $432K | Buy |
2,530
+120
| +5% | +$20.5K | 0.13% | 49 |
|
|
2024
Q4 | $439K | Hold |
2,410
| – | – | 0.14% | 49 |
|
|
2024
Q3 | $412K | Sell |
2,410
-60
| -2% | -$10.3K | 0.13% | 45 |
|
|
2024
Q2 | $419K | Hold |
2,470
| – | – | 0.14% | 45 |
|
|
2024
Q1 | $351K | Sell |
2,470
-144
| -6% | -$20.5K | 0.13% | 48 |
|
|
2023
Q4 | $385K | Sell |
2,614
-78
| -3% | -$11.5K | 0.16% | 38 |
|
|
2023
Q3 | $316K | Sell |
2,692
-792
| -23% | -$92.8K | 0.13% | 47 |
|
|
2023
Q2 | $445K | Sell |
3,484
-4,136
| -54% | -$528K | 0.18% | 40 |
|
|
2023
Q1 | $761K | Sell |
7,620
-2,928
| -28% | -$292K | 0.28% | 41 |
|
|
2022
Q4 | $736K | Hold |
10,548
| – | – | 0.3% | 41 |
|
|
2022
Q3 | $864K | Sell |
10,548
-6
| -0.1% | -$491 | 0.34% | 40 |
|
|
2022
Q2 | $869K | Sell |
10,554
-150
| -1% | -$12.4K | 0.33% | 42 |
|
|
2022
Q1 | $1.11M | Sell |
10,704
-432
| -4% | -$44.8K | 0.39% | 42 |
|
|
2021
Q4 | $1.03M | Sell |
11,136
-168
| -1% | -$15.6K | 0.35% | 42 |
|
|
2021
Q3 | $902K | Sell |
11,304
-1,938
| -15% | -$155K | 0.33% | 45 |
|
|
2021
Q2 | $819K | Sell |
13,242
-480
| -3% | -$29.7K | 0.3% | 50 |
|
|
2021
Q1 | $737K | Sell |
13,722
-6,612
| -33% | -$355K | 0.27% | 56 |
|
|
2020
Q4 | $1.2M | Sell |
20,334
-528
| -3% | -$31.3K | 0.46% | 40 |
|
|
2020
Q3 | $851K | Sell |
20,862
-360
| -2% | -$14.7K | 0.37% | 48 |
|
|
2020
Q2 | $812K | Sell |
21,222
-1,602
| -7% | -$61.3K | 0.38% | 54 |
|
|
2020
Q1 | $624K | Buy |
22,824
+1,410
| +7% | +$38.5K | 0.33% | 60 |
|
|
2019
Q4 | $825K | Buy |
+21,414
| New | +$825K | 0.37% | 57 |
|