Wedmont Private Capital’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 | $2.15M | Buy |
10,447
+164
| +2% | +$33.8K | 0.09% | 137 |
|
|
2025
Q1 | $1.73M | Buy |
10,283
+1,369
| +15% | +$230K | 0.09% | 136 |
|
|
2024
Q4 | $1.55M | Buy |
8,914
+388
| +5% | +$67.3K | 0.08% | 145 |
|
|
2024
Q3 | $1.44M | Buy |
8,526
+624
| +8% | +$105K | 0.08% | 150 |
|
|
2024
Q2 | $1.33M | Buy |
7,902
+1,816
| +30% | +$306K | 0.08% | 149 |
|
|
2024
Q1 | $849K | Buy |
6,086
+162
| +3% | +$22.6K | 0.06% | 208 |
|
|
2023
Q4 | $857K | Buy |
5,924
+1,576
| +36% | +$228K | 0.07% | 192 |
|
|
2023
Q3 | $550K | Buy |
4,348
+1,214
| +39% | +$153K | 0.06% | 235 |
|
|
2023
Q2 | $378K | Buy |
3,134
+630
| +25% | +$76K | 0.04% | 322 |
|
|
2023
Q1 | $241K | Buy |
+2,504
| New | +$241K | 0.03% | 398 |
|
|
2022
Q4 | – | Sell |
-2,722
| Closed | -$223K | – | 464 |
|
|
2022
Q3 | $223K | Buy |
+2,722
| New | +$223K | 0.04% | 334 |
|
|
2022
Q2 | – | Sell |
-2,712
| Closed | -$284K | – | 371 |
|
|
2022
Q1 | $284K | Buy |
+2,712
| New | +$284K | 0.06% | 247 |
|