Westover Capital Advisors’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 | $2.33M | Buy |
11,392
+1,779
| +19% | +$364K | 0.47% | 51 |
|
|
2025
Q1 | $1.64M | Sell |
9,613
-123
| -1% | -$21K | 0.36% | 62 |
|
|
2024
Q4 | $1.77M | Sell |
9,736
-62
| -0.6% | -$11.3K | 0.39% | 58 |
|
|
2024
Q3 | $1.67M | Buy |
9,798
+2,850
| +41% | +$487K | 0.32% | 69 |
|
|
2024
Q2 | $1.18M | Buy |
6,948
+2,058
| +42% | +$349K | 0.3% | 83 |
|
|
2024
Q1 | $695K | Buy |
4,890
+286
| +6% | +$40.6K | 0.2% | 93 |
|
|
2023
Q4 | $679K | Buy |
4,604
+130
| +3% | +$19.2K | 0.22% | 89 |
|
|
2023
Q3 | $524K | Sell |
4,474
-170
| -4% | -$19.9K | 0.19% | 98 |
|
|
2023
Q2 | $593K | Buy |
+4,644
| New | +$593K | 0.21% | 92 |
|
|
2020
Q1 | – | Sell |
-55,464
| Closed | -$2.14M | – | 142 |
|
|
2019
Q4 | $2.14M | Sell |
55,464
-1,212
| -2% | -$46.7K | 0.96% | 37 |
|
|
2019
Q3 | $1.93M | Buy |
56,676
+4,002
| +8% | +$136K | 0.91% | 39 |
|
|
2019
Q2 | $1.79M | Buy |
52,674
+4,518
| +9% | +$153K | 0.88% | 40 |
|
|
2019
Q1 | $1.95M | Sell |
48,156
-1,302
| -3% | -$52.7K | 1.01% | 39 |
|
|
2018
Q4 | $1.55M | Buy |
+49,458
| New | +$1.55M | 0.97% | 37 |
|