Wealthcare Advisory 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 | $3.07M | Sell |
15,002
-1,264
| -8% | -$259K | 0.07% | 239 |
|
|
2025
Q1 | $2.78M | Sell |
16,266
-144
| -0.9% | -$24.6K | 0.07% | 231 |
|
|
2024
Q4 | $2.99M | Buy |
16,410
+692
| +4% | +$126K | 0.08% | 202 |
|
|
2024
Q3 | $2.69M | Sell |
15,718
-418
| -3% | -$71.4K | 0.08% | 218 |
|
|
2024
Q2 | $2.74M | Buy |
16,136
+5,096
| +46% | +$864K | 0.09% | 195 |
|
|
2024
Q1 | $1.57M | Buy |
11,040
+5,276
| +92% | +$750K | 0.05% | 276 |
|
|
2023
Q4 | $850K | Buy |
5,764
+356
| +7% | +$52.5K | 0.03% | 359 |
|
|
2023
Q3 | $634K | Buy |
5,408
+24
| +0.4% | +$2.81K | 0.03% | 375 |
|
|
2023
Q2 | $688K | Buy |
5,384
+904
| +20% | +$115K | 0.03% | 372 |
|
|
2023
Q1 | $447K | Buy |
4,480
+540
| +14% | +$53.9K | 0.02% | 484 |
|
|
2022
Q4 | $275K | Sell |
3,940
-80
| -2% | -$5.58K | 0.01% | 562 |
|
|
2022
Q3 | $329K | Buy |
4,020
+702
| +21% | +$57.5K | 0.02% | 461 |
|
|
2022
Q2 | $273K | Buy |
3,318
+270
| +9% | +$22.2K | 0.02% | 458 |
|
|
2022
Q1 | $316K | Buy |
3,048
+144
| +5% | +$14.9K | 0.02% | 403 |
|
|
2021
Q4 | $269K | Buy |
+2,904
| New | +$269K | 0.02% | 471 |
|
|
2021
Q3 | – | Sell |
-5,034
| Closed | -$311K | – | 573 |
|
|
2021
Q2 | $311K | Buy |
5,034
+126
| +3% | +$7.78K | 0.02% | 418 |
|
|
2021
Q1 | $263K | Buy |
+4,908
| New | +$263K | 0.02% | 424 |
|
|
2020
Q2 | – | Sell |
-1,146
| Closed | -$31K | – | 1050 |
|
|
2020
Q1 | $31K | Buy |
1,146
+24
| +2% | +$649 | ﹤0.01% | 612 |
|
|
2019
Q4 | $43K | Buy |
1,122
+480
| +75% | +$18.4K | 0.01% | 581 |
|
|
2019
Q3 | $22K | Buy |
642
+42
| +7% | +$1.44K | ﹤0.01% | 724 |
|
|
2019
Q2 | $20K | Hold |
600
| – | – | ﹤0.01% | 723 |
|
|
2019
Q1 | $24K | Hold |
600
| – | – | ﹤0.01% | 619 |
|
|
2018
Q4 | $19K | Hold |
600
| – | – | ﹤0.01% | 641 |
|
|
2018
Q3 | $23K | Hold |
600
| – | – | ﹤0.01% | 636 |
|
|
2018
Q2 | $21K | Buy |
+600
| New | +$21K | ﹤0.01% | 661 |
|
|
2018
Q1 | – | Sell |
-24
| Closed | -$1K | – | 1203 |
|
|
2017
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1015 |
|