Wealth Alliance’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
$1.72M Buy
8,386
+150
+2% +$30.7K 0.19% 99
2025
Q1
$1.41M Sell
8,236
-266
-3% -$45.4K 0.17% 116
2024
Q4
$1.55M Sell
8,502
-646
-7% -$118K 0.19% 109
2024
Q3
$1.56M Sell
9,148
-198
-2% -$33.8K 0.19% 109
2024
Q2
$1.58M Sell
9,346
-1,228
-12% -$208K 0.2% 94
2024
Q1
$1.5M Sell
10,574
-980
-8% -$139K 0.2% 108
2023
Q4
$1.7M Buy
11,554
+142
+1% +$20.9K 0.24% 89
2023
Q3
$1.34M Sell
11,412
-2,676
-19% -$314K 0.21% 102
2023
Q2
$1.8M Sell
14,088
-1,838
-12% -$235K 0.27% 76
2023
Q1
$1.59M Buy
15,926
+2,690
+20% +$269K 0.26% 87
2022
Q4
$923K Sell
13,236
-2,940
-18% -$205K 0.16% 144
2022
Q3
$1.32M Buy
16,176
+1,158
+8% +$94.8K 0.26% 80
2022
Q2
$1.24M Buy
15,018
+4,014
+36% +$330K 0.24% 98
2022
Q1
$1.14M Buy
11,004
+1,746
+19% +$181K 0.23% 96
2021
Q4
$859K Buy
9,258
+78
+0.8% +$7.24K 0.17% 130
2021
Q3
$733K Buy
9,180
+114
+1% +$9.1K 0.16% 141
2021
Q2
$561K Buy
9,066
+198
+2% +$12.3K 0.13% 178
2021
Q1
$476K Buy
8,868
+504
+6% +$27.1K 0.13% 182
2020
Q4
$495K Buy
8,364
+102
+1% +$6.04K 0.15% 171
2020
Q3
$337K Buy
+8,262
New +$337K 0.12% 208