Western Financial Corp’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 | $922K | Sell |
4,505
-43
| -0.9% | -$8.8K | 0.49% | 57 |
|
|
2025
Q1 | $776K | Sell |
4,548
-328
| -7% | -$56K | 0.45% | 70 |
|
|
2024
Q4 | $887K | Sell |
4,876
-222
| -4% | -$40.4K | 0.49% | 53 |
|
|
2024
Q3 | $871K | Sell |
5,098
-310
| -6% | -$53K | 0.49% | 61 |
|
|
2024
Q2 | $917K | Buy |
5,408
+70
| +1% | +$11.9K | 0.55% | 56 |
|
|
2024
Q1 | $758K | Buy |
5,338
+566
| +12% | +$80.4K | 0.46% | 69 |
|
|
2023
Q4 | $704K | Buy |
+4,772
| New | +$704K | 0.47% | 62 |
|
|
2023
Q1 | – | Sell |
-15,170
| Closed | -$1.06M | – | 119 |
|
|
2022
Q4 | $1.06M | Sell |
15,170
-380
| -2% | -$26.5K | 0.69% | 25 |
|
|
2022
Q3 | $1.27M | Buy |
15,550
+1,594
| +11% | +$130K | 0.89% | 17 |
|
|
2022
Q2 | $1.15M | Buy |
13,956
+8,376
| +150% | +$690K | 0.82% | 24 |
|
|
2022
Q1 | $579K | Buy |
+5,580
| New | +$579K | 0.34% | 63 |
|