Wendell David Associates’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 | $736K | Sell |
3,597
-85
| -2% | -$17.4K | 0.07% | 102 |
|
|
2025
Q1 | $628K | Hold |
3,682
| – | – | 0.06% | 104 |
|
|
2024
Q4 | $670K | Hold |
3,682
| – | – | 0.07% | 104 |
|
|
2024
Q3 | $629K | Sell |
3,682
-30
| -0.8% | -$5.13K | 0.06% | 106 |
|
|
2024
Q2 | $629K | Buy |
3,712
+290
| +8% | +$49.1K | 0.06% | 104 |
|
|
2024
Q1 | $486K | Sell |
3,422
-268
| -7% | -$38.1K | 0.05% | 120 |
|
|
2023
Q4 | $544K | Buy |
3,690
+1,026
| +39% | +$151K | 0.06% | 104 |
|
|
2023
Q3 | $312K | Buy |
+2,664
| New | +$312K | 0.04% | 131 |
|