Trueblood 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 | $524K | Hold |
2,560
| – | – | 0.22% | 136 |
|
|
2025
Q1 | $437K | Buy |
2,560
+136
| +6% | +$23.2K | 0.2% | 140 |
|
|
2024
Q4 | $441K | Sell |
2,424
-58
| -2% | -$10.6K | 0.22% | 147 |
|
|
2024
Q3 | $424K | Sell |
2,482
-18
| -0.7% | -$3.08K | 0.21% | 138 |
|
|
2024
Q2 | $424K | Buy |
2,500
+2
| +0.1% | +$339 | 0.24% | 122 |
|
|
2024
Q1 | $355K | Sell |
2,498
-76
| -3% | -$10.8K | 0.2% | 139 |
|
|
2023
Q4 | $380K | Buy |
+2,574
| New | +$380K | 0.24% | 126 |
|