Visionary 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 | $630K | Sell |
3,080
-115
| -4% | -$23.5K | 0.03% | 326 |
|
|
2025
Q1 | $545K | Buy |
3,195
+291
| +10% | +$49.7K | 0.03% | 333 |
|
|
2024
Q4 | $528K | Buy |
2,904
+360
| +14% | +$65.5K | 0.03% | 344 |
|
|
2024
Q3 | $435K | Buy |
2,544
+106
| +4% | +$18.1K | 0.03% | 365 |
|
|
2024
Q2 | $413K | Sell |
2,438
-124
| -5% | -$21K | 0.03% | 357 |
|
|
2024
Q1 | $364K | Buy |
2,562
+814
| +47% | +$116K | 0.02% | 382 |
|
|
2023
Q4 | $258K | Buy |
+1,748
| New | +$258K | 0.02% | 419 |
|
|
2023
Q3 | – | Sell |
-1,638
| Closed | -$209K | – | 470 |
|
|
2023
Q2 | $209K | Buy |
+1,638
| New | +$209K | 0.02% | 428 |
|