Western Pacific Wealth Management’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 | $454K | Sell |
2,220
-630
| -22% | -$129K | 0.44% | 30 |
|
|
2025
Q1 | $486K | Sell |
2,850
-412
| -13% | -$70.3K | 0.44% | 24 |
|
|
2024
Q4 | $594K | Sell |
3,262
-266
| -8% | -$48.4K | 0.48% | 25 |
|
|
2024
Q3 | $603K | Sell |
3,528
-76
| -2% | -$13K | 0.4% | 19 |
|
|
2024
Q2 | $611K | Buy |
3,604
+390
| +12% | +$66.1K | 0.46% | 17 |
|
|
2024
Q1 | $457K | Buy |
3,214
+1,198
| +59% | +$170K | 0.33% | 23 |
|
|
2023
Q4 | $297K | Buy |
2,016
+46
| +2% | +$6.78K | 0.22% | 30 |
|
|
2023
Q3 | $231K | Sell |
1,970
-116
| -6% | -$13.6K | 0.19% | 36 |
|
|
2023
Q2 | $266K | Buy |
2,086
+150
| +8% | +$19.2K | 0.2% | 29 |
|
|
2023
Q1 | $193K | Buy |
1,936
+156
| +9% | +$15.6K | 0.15% | 40 |
|
|
2022
Q4 | $124K | Buy |
1,780
+94
| +6% | +$6.56K | 0.1% | 61 |
|
|
2022
Q3 | $138K | Buy |
1,686
+600
| +55% | +$49.1K | 0.14% | 36 |
|
|
2022
Q2 | $89K | Hold |
1,086
| – | – | 0.09% | 49 |
|
|
2022
Q1 | $112K | Hold |
1,086
| – | – | 0.08% | 54 |
|
|
2021
Q4 | $100K | Buy |
+1,086
| New | +$100K | 0.06% | 67 |
|