Wealthspire Advisors (New York)’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.74M | Sell |
17,082
-2,831
| -14% | -$476K | 0.02% | 240 |
|
|
2025
Q4 | $3.67M | Buy |
19,913
+5,260
| +36% | +$1.06M | 0.03% | 192 |
|
|
2025
Q3 | $2.98M | Sell |
14,653
-434
| -3% | -$83.1K | 0.02% | 216 |
|
|
2025
Q2 | $3.09M | Buy |
15,087
+1,407
| +10% | +$261K | 0.02% | 219 |
|
|
2025
Q1 | $2.33M | Sell |
13,680
-62
| -0.5% | -$11.5K | 0.01% | 253 |
|
|
2024
Q4 | $2.5M | Buy |
13,742
+918
| +7% | +$173K | 0.02% | 222 |
|
|
2024
Q3 | $2.19M | Buy |
12,824
+436
| +4% | +$73.4K | 0.02% | 238 |
|
|
2024
Q2 | $2.1M | Buy |
12,388
+3,634
| +42% | +$544K | 0.03% | 198 |
|
|
2024
Q1 | $1.24M | Buy |
8,754
+150
| +2% | +$23.7K | 0.02% | 283 |
|
|
2023
Q4 | $1.27M | Buy |
8,604
+1,280
| +17% | +$171K | 0.02% | 273 |
|
|
2023
Q3 | $859K | Buy |
7,324
+1,084
| +17% | +$128K | 0.01% | 300 |
|
|
2023
Q2 | $797K | Buy |
6,240
+114
| +2% | +$11.9K | 0.01% | 291 |
|
|
2023
Q1 | $612K | Sell |
6,126
-354
| -5% | -$30K | 0.01% | 323 |
|
|
2022
Q4 | $452K | Buy |
6,480
+42
| +0.7% | +$3.37K | 0.01% | 384 |
|
|
2022
Q3 | $527K | Hold |
6,438
| – | – | 0.01% | 324 |
|
|
2022
Q2 | $530K | Sell |
6,438
-330
| -5% | -$29.3K | 0.01% | 307 |
|
|
2022
Q1 | $702K | Sell |
6,768
-30
| -0.4% | -$2.69K | 0.02% | 226 |
|
|
2021
Q4 | $631K | Sell |
6,798
-372
| -5% | -$32.2K | 0.01% | 284 |
|
|
2021
Q3 | $572K | Buy |
7,170
+510
| +8% | +$35.8K | 0.01% | 335 |
|
|
2021
Q2 | $412K | Sell |
6,660
-14,454
| -68% | -$856K | 0.01% | 248 |
|
|
2021
Q1 | $1.13M | Buy |
21,114
+14,304
| +210% | +$850K | 0.03% | 242 |
|
|
2020
Q4 | $403K | Buy |
+6,810
| New | +$318K | 0.01% | 348 |
|
|
2019
Q1 | – | Sell |
-84
| Closed | -$3K | – | 582 |
|
|
2018
Q4 | $3K | Buy |
+84
| New | +$2.62K | ﹤0.01% | 720 |
|
Other funds holding PANW
VCM
VPM
