Wagner 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 | $281K | Buy |
1,372
+81
| +6% | +$16.6K | 0.06% | 104 |
|
|
2025
Q1 | $220K | Buy |
1,291
+33
| +3% | +$5.63K | 0.05% | 107 |
|
|
2024
Q4 | $229K | Buy |
+1,258
| New | +$229K | 0.06% | 100 |
|
|
2022
Q4 | – | Sell |
-138
| Closed | -$11K | – | 593 |
|
|
2022
Q3 | $11K | Hold |
138
| – | – | 0.01% | 414 |
|
|
2022
Q2 | $11K | Buy |
+138
| New | +$11K | 0.01% | 427 |
|
|
2018
Q3 | $39K | Hold |
1,032
| – | – | 0.03% | 273 |
|
|
2018
Q2 | $35K | Hold |
1,032
| – | – | 0.03% | 260 |
|
|
2018
Q1 | $31K | Hold |
1,032
| – | – | 0.02% | 257 |
|
|
2017
Q4 | $27K | Buy |
+1,032
| New | +$27K | 0.02% | 268 |
|