True Wealth Design’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 | $93.3K | Buy |
456
+61
| +15% | +$12.5K | 0.03% | 114 |
|
|
2025
Q1 | $67.4K | Buy |
395
+157
| +66% | +$26.8K | 0.03% | 147 |
|
|
2024
Q4 | $43.3K | Buy |
238
+56
| +31% | +$10.2K | 0.02% | 192 |
|
|
2024
Q3 | $31.1K | Buy |
182
+176
| +2,933% | +$30.1K | 0.01% | 236 |
|
|
2024
Q2 | $1.02K | Sell |
6
-2
| -25% | -$339 | ﹤0.01% | 505 |
|
|
2024
Q1 | $1.14K | Buy |
8
+4
| +100% | +$569 | ﹤0.01% | 437 |
|
|
2023
Q4 | $590 | Hold |
4
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $469 | Hold |
4
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $512 | Hold |
4
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $400 | Hold |
4
| – | – | ﹤0.01% | 578 |
|
|
2022
Q4 | $279 | Buy |
+4
| New | +$279 | ﹤0.01% | 601 |
|