Western 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 | $2.66M | Buy |
12,998
+14
| +0.1% | +$2.87K | 0.16% | 133 |
|
|
2025
Q1 | $2.22M | Buy |
12,984
+540
| +4% | +$92.1K | 0.15% | 138 |
|
|
2024
Q4 | $2.26M | Sell |
12,444
-1,064
| -8% | -$194K | 0.15% | 136 |
|
|
2024
Q3 | $2.31M | Buy |
13,508
+4,104
| +44% | +$701K | 0.13% | 163 |
|
|
2024
Q2 | $1.59M | Sell |
9,404
-1,086
| -10% | -$184K | 0.12% | 155 |
|
|
2024
Q1 | $1.49M | Buy |
10,490
+4,326
| +70% | +$615K | 0.12% | 164 |
|
|
2023
Q4 | $909K | Buy |
6,164
+1,090
| +21% | +$161K | 0.07% | 297 |
|
|
2023
Q3 | $595K | Buy |
5,074
+288
| +6% | +$33.8K | 0.05% | 347 |
|
|
2023
Q2 | $611K | Buy |
4,786
+814
| +20% | +$104K | 0.05% | 335 |
|
|
2023
Q1 | $397K | Buy |
3,972
+1,026
| +35% | +$102K | 0.04% | 433 |
|
|
2022
Q4 | $206K | Sell |
2,946
-1,934
| -40% | -$135K | 0.02% | 570 |
|
|
2022
Q3 | $395K | Buy |
4,880
+1,982
| +68% | +$160K | 0.02% | 563 |
|
|
2022
Q2 | $234K | Sell |
2,898
-30
| -1% | -$2.42K | 0.01% | 687 |
|
|
2022
Q1 | $304K | Buy |
+2,928
| New | +$304K | 0.01% | 670 |
|
|
2020
Q4 | – | Sell |
-5,490
| Closed | -$224K | – | 482 |
|
|
2020
Q3 | $224K | Buy |
5,490
+150
| +3% | +$6.12K | 0.04% | 390 |
|
|
2020
Q2 | $205K | Buy |
+5,340
| New | +$205K | 0.04% | 391 |
|