Wealth Management Partners’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 | $1.86M | Buy |
9,251
+219
| +2% | +$44.1K | 0.66% | 34 |
|
|
2025
Q1 | $1.54M | Buy |
9,032
+301
| +3% | +$51.4K | 0.71% | 32 |
|
|
2024
Q4 | $1.59M | Buy |
8,731
+457
| +6% | +$83.2K | 0.69% | 32 |
|
|
2024
Q3 | $1.41M | Buy |
8,274
+212
| +3% | +$36.2K | 0.66% | 33 |
|
|
2024
Q2 | $1.37M | Buy |
8,062
+3,978
| +97% | +$674K | 0.66% | 33 |
|
|
2024
Q1 | $580K | Buy |
4,084
+2,028
| +99% | +$288K | 0.29% | 65 |
|
|
2023
Q4 | $303K | Hold |
2,056
| – | – | 0.17% | 92 |
|
|
2023
Q3 | $241K | Hold |
2,056
| – | – | 0.15% | 98 |
|
|
2023
Q2 | $263K | Hold |
2,056
| – | – | 0.17% | 98 |
|
|
2023
Q1 | $205K | Buy |
+2,056
| New | +$205K | 0.14% | 108 |
|