Verdence Capital 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 | $498K | Buy |
2,432
+122
| +5% | +$25K | 0.03% | 418 |
|
|
2025
Q1 | $394K | Sell |
2,310
-516
| -18% | -$88.1K | 0.03% | 458 |
|
|
2024
Q4 | $514K | Buy |
2,826
+10
| +0.4% | +$1.82K | 0.04% | 353 |
|
|
2024
Q3 | $481K | Buy |
2,816
+28
| +1% | +$4.78K | 0.04% | 381 |
|
|
2024
Q2 | $473K | Sell |
2,788
-150
| -5% | -$25.4K | 0.04% | 355 |
|
|
2024
Q1 | $417K | Buy |
2,938
+146
| +5% | +$20.7K | 0.04% | 380 |
|
|
2023
Q4 | $412K | Buy |
2,792
+120
| +4% | +$17.7K | 0.04% | 375 |
|
|
2023
Q3 | $313K | Buy |
2,672
+502
| +23% | +$58.8K | 0.03% | 417 |
|
|
2023
Q2 | $277K | Buy |
+2,170
| New | +$277K | 0.03% | 439 |
|
|
2022
Q3 | – | Sell |
-2,454
| Closed | -$202K | – | 538 |
|
|
2022
Q2 | $202K | Hold |
2,454
| – | – | 0.03% | 487 |
|
|
2022
Q1 | $255K | Buy |
+2,454
| New | +$255K | 0.03% | 458 |
|