Venturi 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 | $3.46M | Buy |
16,923
+1,327
| +9% | +$272K | 0.17% | 82 |
|
|
2025
Q1 | $2.66M | Buy |
15,596
+1,372
| +10% | +$234K | 0.14% | 87 |
|
|
2024
Q4 | $2.59M | Buy |
14,224
+1,210
| +9% | +$220K | 0.13% | 98 |
|
|
2024
Q3 | $2.22M | Buy |
13,014
+982
| +8% | +$168K | 0.12% | 106 |
|
|
2024
Q2 | $2.04M | Buy |
12,032
+2,802
| +30% | +$475K | 0.12% | 103 |
|
|
2024
Q1 | $1.31M | Sell |
9,230
-6,326
| -41% | -$899K | 0.08% | 149 |
|
|
2023
Q4 | $2.29M | Buy |
15,556
+4,710
| +43% | +$694K | 0.16% | 82 |
|
|
2023
Q3 | $1.27M | Buy |
10,846
+4,882
| +82% | +$572K | 0.1% | 124 |
|
|
2023
Q2 | $762K | Buy |
5,964
+2,034
| +52% | +$260K | 0.06% | 189 |
|
|
2023
Q1 | $392K | Buy |
+3,930
| New | +$392K | 0.03% | 248 |
|