Tradition 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 | $1.42M | Buy |
6,924
+40
| +0.6% | +$8.19K | 0.11% | 152 |
|
|
2025
Q1 | $1.17M | Buy |
6,884
+32
| +0.5% | +$5.46K | 0.1% | 159 |
|
|
2024
Q4 | $1.25M | Sell |
6,852
-474
| -6% | -$86.2K | 0.11% | 149 |
|
|
2024
Q3 | $1.25M | Sell |
7,326
-360
| -5% | -$61.5K | 0.11% | 154 |
|
|
2024
Q2 | $1.3M | Buy |
7,686
+870
| +13% | +$147K | 0.13% | 135 |
|
|
2024
Q1 | $968K | Buy |
6,816
+882
| +15% | +$125K | 0.1% | 154 |
|
|
2023
Q4 | $875K | Buy |
5,934
+12
| +0.2% | +$1.77K | 0.09% | 136 |
|
|
2023
Q3 | $694K | Buy |
5,922
+76
| +1% | +$8.91K | 0.08% | 142 |
|
|
2023
Q2 | $747K | Buy |
5,846
+5,396
| +1,199% | +$689K | 0.09% | 140 |
|
|
2023
Q1 | $45K | Buy |
450
+40
| +10% | +$4K | 0.01% | 638 |
|
|
2022
Q4 | $29K | Buy |
410
+2
| +0.5% | +$141 | ﹤0.01% | 669 |
|
|
2022
Q3 | $33K | Sell |
408
-180
| -31% | -$14.6K | 0.01% | 629 |
|
|
2022
Q2 | $48K | Hold |
588
| – | – | 0.01% | 466 |
|
|
2022
Q1 | $61K | Sell |
588
-60
| -9% | -$6.22K | 0.01% | 467 |
|
|
2021
Q4 | $60K | Buy |
648
+240
| +59% | +$22.2K | 0.01% | 495 |
|
|
2021
Q3 | $33K | Hold |
408
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $25K | Buy |
408
+180
| +79% | +$11K | ﹤0.01% | 705 |
|
|
2021
Q1 | $12K | Hold |
228
| – | – | ﹤0.01% | 739 |
|
|
2020
Q4 | $14K | Buy |
+228
| New | +$14K | ﹤0.01% | 662 |
|