Wealth Effects’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 | $221K | Buy |
+1,080
| New | +$221K | 0.08% | 186 |
|
|
2025
Q1 | – | Sell |
-2,096
| Closed | -$381K | – | 215 |
|
|
2024
Q4 | $381K | Sell |
2,096
-14
| -0.7% | -$2.55K | 0.14% | 135 |
|
|
2024
Q3 | $361K | Buy |
2,110
+140
| +7% | +$23.9K | 0.13% | 142 |
|
|
2024
Q2 | $334K | Buy |
+1,970
| New | +$334K | 0.12% | 139 |
|