WealthShield 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 | $2.88M | Sell |
14,092
-11,234
| -44% | -$2.3M | 0.35% | 81 |
|
|
2025
Q1 | $4.32M | Buy |
25,326
+2,565
| +11% | +$438K | 0.55% | 49 |
|
|
2024
Q4 | $4.14M | Sell |
22,761
-617
| -3% | -$112K | 0.59% | 44 |
|
|
2024
Q3 | $4M | Buy |
23,378
+1,610
| +7% | +$275K | 0.54% | 47 |
|
|
2024
Q2 | $3.69M | Buy |
21,768
+54
| +0.2% | +$9.15K | 0.56% | 45 |
|
|
2024
Q1 | $3.08M | Buy |
21,714
+1,142
| +6% | +$162K | 0.5% | 53 |
|
|
2023
Q4 | $3.03M | Buy |
+20,572
| New | +$3.03M | 0.5% | 53 |
|
|
2021
Q3 | – | Sell |
-438
| Closed | -$27K | – | 576 |
|
|
2021
Q2 | $27K | Hold |
438
| – | – | ﹤0.01% | 607 |
|
|
2021
Q1 | $24K | Buy |
+438
| New | +$24K | ﹤0.01% | 627 |
|