Waverly 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 | $10.6M | Buy |
51,825
+1,795
| +4% | +$367K | 0.12% | 182 |
|
|
2025
Q1 | $8.54M | Buy |
50,030
+43,382
| +653% | +$7.4M | 0.1% | 202 |
|
|
2024
Q4 | $1.21M | Buy |
6,648
+4,014
| +152% | +$730K | 0.02% | 483 |
|
|
2024
Q3 | $450K | Sell |
2,634
-120
| -4% | -$20.5K | 0.01% | 608 |
|
|
2024
Q2 | $467K | Buy |
+2,754
| New | +$467K | 0.01% | 589 |
|