U.S. Capital Wealth Advisors’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 | $849K | Buy |
4,147
+677
| +20% | +$139K | 0.02% | 462 |
|
|
2025
Q1 | $592K | Sell |
3,470
-4,483
| -56% | -$765K | 0.02% | 546 |
|
|
2024
Q4 | $1.45M | Buy |
7,953
+6,109
| +331% | +$1.11M | 0.04% | 359 |
|
|
2024
Q3 | $315K | Sell |
1,844
-614
| -25% | -$105K | 0.01% | 574 |
|
|
2024
Q2 | $417K | Sell |
2,458
-6,516
| -73% | -$1.1M | 0.02% | 495 |
|
|
2024
Q1 | $1.27M | Sell |
8,974
-3,226
| -26% | -$458K | 0.05% | 310 |
|
|
2023
Q4 | $1.8M | Buy |
12,200
+4,004
| +49% | +$590K | 0.07% | 253 |
|
|
2023
Q3 | $961K | Buy |
8,196
+4,192
| +105% | +$491K | 0.04% | 323 |
|
|
2023
Q2 | $512K | Buy |
4,004
+1,780
| +80% | +$227K | 0.02% | 438 |
|
|
2023
Q1 | $222K | Buy |
2,224
+60
| +3% | +$5.99K | 0.01% | 590 |
|
|
2022
Q4 | $151K | Buy |
+2,164
| New | +$151K | 0.01% | 662 |
|