Wellington Shields & Co’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 | $2.49M | Buy |
12,157
+9
| +0.1% | +$1.84K | 0.7% | 31 |
|
|
2025
Q1 | $2.07M | Buy |
12,148
+816
| +7% | +$139K | 0.65% | 36 |
|
|
2024
Q4 | $2.06M | Sell |
11,332
-350
| -3% | -$63.7K | 0.63% | 35 |
|
|
2024
Q3 | $2M | Buy |
11,682
+1,532
| +15% | +$262K | 0.61% | 31 |
|
|
2024
Q2 | $1.72M | Buy |
10,150
+14
| +0.1% | +$2.37K | 0.56% | 38 |
|
|
2024
Q1 | $1.44M | Buy |
10,136
+2,678
| +36% | +$380K | 0.48% | 48 |
|
|
2023
Q4 | $1.1M | Buy |
7,458
+76
| +1% | +$11.2K | 0.41% | 56 |
|
|
2023
Q3 | $865K | Buy |
7,382
+908
| +14% | +$106K | 0.22% | 68 |
|
|
2023
Q2 | $827K | Buy |
6,474
+294
| +5% | +$37.6K | 0.19% | 77 |
|
|
2023
Q1 | $617K | Buy |
6,180
+4,208
| +213% | +$420K | 0.14% | 98 |
|
|
2022
Q4 | $138K | Buy |
1,972
+950
| +93% | +$66.3K | 0.03% | 230 |
|
|
2022
Q3 | $84K | Buy |
1,022
+230
| +29% | +$18.9K | 0.04% | 232 |
|
|
2022
Q2 | $65K | Buy |
+792
| New | +$65K | 0.02% | 246 |
|
|
2020
Q1 | – | Sell |
-9,600
| Closed | -$370K | – | 171 |
|
|
2019
Q4 | $370K | Buy |
+9,600
| New | +$370K | 0.16% | 120 |
|
|
2019
Q2 | – | Sell |
-6,600
| Closed | -$267K | – | 178 |
|
|
2019
Q1 | $267K | Buy |
+6,600
| New | +$267K | 0.14% | 135 |
|