Summit Wealth & Retirement Planning’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Hold |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $439K | Hold |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $761K | Sell |
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|
2022
Q4 | $736K | Hold |
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|
2022
Q3 | $864K | Sell |
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|
2022
Q2 | $869K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $902K | Sell |
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|
2021
Q2 | $819K | Sell |
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|
2021
Q1 | $737K | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $851K | Sell |
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|
2020
Q2 | $812K | Sell |
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|
2020
Q1 | $624K | Buy |
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|
2019
Q4 | $825K | Buy |
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