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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
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|
2025
Q1 | $2.33M | Sell |
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|
2024
Q4 | $2.5M | Buy |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $797K | Buy |
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|
2023
Q1 | $612K | Sell |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $527K | Hold |
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|
2022
Q2 | $530K | Sell |
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|
2022
Q1 | $702K | Sell |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $403K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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