Wealth Enhancement Advisory Services’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 | $94.1M | Buy |
466,496
+9,646
| +2% | +$1.95M | 0.16% | 125 |
|
|
2025
Q1 | $78M | Sell |
456,850
-75,583
| -14% | -$12.9M | 0.15% | 136 |
|
|
2024
Q4 | $96.9M | Buy |
532,433
+99,777
| +23% | +$18.2M | 0.19% | 111 |
|
|
2024
Q3 | $73.9M | Buy |
432,656
+9,674
| +2% | +$1.65M | 0.16% | 128 |
|
|
2024
Q2 | $71.7M | Buy |
422,982
+32,686
| +8% | +$5.54M | 0.17% | 122 |
|
|
2024
Q1 | $55.4M | Sell |
390,296
-18,938
| -5% | -$2.69M | 0.14% | 146 |
|
|
2023
Q4 | $60.3M | Buy |
409,234
+49,456
| +14% | +$7.29M | 0.18% | 128 |
|
|
2023
Q3 | $42.2M | Buy |
+359,778
| New | +$42.2M | 0.14% | 150 |
|
|
2022
Q3 | – | Sell |
-47,802
| Closed | -$4.18M | – | 371 |
|
|
2022
Q2 | $4.18M | Buy |
+47,802
| New | +$4.18M | 0.06% | 146 |
|