TRUE Private Wealth Advisors’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 | $1.47M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $818K | Buy |
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|
2023
Q2 | $885K | Sell |
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|
2023
Q1 | $747K | Buy |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $675K | Hold |
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|
2022
Q2 | $678K | Buy |
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|
2022
Q1 | $754K | Hold |
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|
2021
Q4 | $759K | Sell |
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|
2021
Q3 | $655K | Hold |
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|
2021
Q2 | $507K | Hold |
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|
2021
Q1 | $441K | Hold |
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $383K | Hold |
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|
2020
Q2 | $360K | Buy |
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|
2020
Q1 | $253K | Buy |
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|
2019
Q4 | $282K | Buy |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $227K | Hold |
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|
2018
Q3 | $272K | Hold |
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|
2018
Q2 | $248K | Buy |
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|
2018
Q1 | $217K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $205K | Buy |
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