Walled Lake Planning & 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 | $205K | Buy |
+1,003
| New | +$205K | 0.07% | 133 |
|
|
2025
Q1 | – | Sell |
-1,136
| Closed | -$207K | – | 136 |
|
|
2024
Q4 | $207K | Buy |
+1,136
| New | +$207K | 0.08% | 125 |
|
|
2021
Q4 | – | Sell |
-1,674
| Closed | -$134K | – | 252 |
|
|
2021
Q3 | $134K | Hold |
1,674
| – | – | 0.08% | 99 |
|
|
2021
Q2 | $104K | Hold |
1,674
| – | – | 0.07% | 110 |
|
|
2021
Q1 | $90K | Hold |
1,674
| – | – | 0.06% | 115 |
|
|
2020
Q4 | $99K | Hold |
1,674
| – | – | 0.08% | 102 |
|
|
2020
Q3 | $68K | Hold |
1,674
| – | – | 0.06% | 110 |
|
|
2020
Q2 | $64K | Hold |
1,674
| – | – | 0.05% | 100 |
|
|
2020
Q1 | $46K | Buy |
+1,674
| New | +$46K | 0.04% | 104 |
|