Wealth Management Associates’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 | $465K | Hold |
2,270
| – | – | 0.18% | 103 |
|
|
2025
Q1 | $387K | Sell |
2,270
-2
| -0.1% | -$341 | 0.17% | 119 |
|
|
2024
Q4 | $413K | Sell |
2,272
-276
| -11% | -$50.2K | 0.18% | 109 |
|
|
2024
Q3 | $435K | Buy |
2,548
+110
| +5% | +$18.8K | 0.19% | 113 |
|
|
2024
Q2 | $413K | Hold |
2,438
| – | – | 0.19% | 101 |
|
|
2024
Q1 | $413K | Sell |
2,438
-282
| -10% | -$47.8K | 0.19% | 101 |
|
|
2023
Q4 | $401K | Sell |
2,720
-298
| -10% | -$43.9K | 0.21% | 101 |
|
|
2023
Q3 | $354K | Buy |
3,018
+220
| +8% | +$25.8K | 0.21% | 105 |
|
|
2023
Q2 | $357K | Sell |
2,798
-134
| -5% | -$17.1K | 0.2% | 101 |
|
|
2023
Q1 | $293K | Buy |
+2,932
| New | +$293K | 0.18% | 128 |
|
|
2022
Q4 | – | Sell |
-3,504
| Closed | -$287K | – | 193 |
|
|
2022
Q3 | $287K | Buy |
3,504
+390
| +13% | +$31.9K | 0.2% | 130 |
|
|
2022
Q2 | $256K | Buy |
3,114
+624
| +25% | +$51.4K | 0.17% | 144 |
|
|
2022
Q1 | $258K | Buy |
+2,490
| New | +$258K | 0.15% | 159 |
|