Westshore Wealth’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 | $577K | Hold |
2,820
| – | – | 0.22% | 40 |
|
|
2025
Q1 | $481K | Sell |
2,820
-300
| -10% | -$51.2K | 0.2% | 41 |
|
|
2024
Q4 | $568K | Hold |
3,120
| – | – | 0.23% | 32 |
|
|
2024
Q3 | $533K | Hold |
3,120
| – | – | 0.22% | 34 |
|
|
2024
Q2 | $529K | Hold |
3,120
| – | – | 0.22% | 31 |
|
|
2024
Q1 | $443K | Buy |
3,120
+42
| +1% | +$5.97K | 0.18% | 43 |
|
|
2023
Q4 | $454K | Buy |
3,078
+18
| +0.6% | +$2.65K | 0.21% | 36 |
|
|
2023
Q3 | $359K | Hold |
3,060
| – | – | 0.2% | 41 |
|
|
2023
Q2 | $391K | Sell |
3,060
-300
| -9% | -$38.3K | 0.2% | 45 |
|
|
2023
Q1 | $336K | Hold |
3,360
| – | – | 0.18% | 61 |
|
|
2022
Q4 | $234K | Hold |
3,360
| – | – | 0.13% | 90 |
|
|
2022
Q3 | $275K | Hold |
3,360
| – | – | 0.19% | 60 |
|
|
2022
Q2 | $277K | Hold |
3,360
| – | – | 0.18% | 63 |
|
|
2022
Q1 | $349K | Hold |
3,360
| – | – | 0.23% | 55 |
|
|
2021
Q4 | $312K | Hold |
3,360
| – | – | 0.21% | 63 |
|
|
2021
Q3 | $268K | Sell |
3,360
-228
| -6% | -$18.2K | 0.22% | 64 |
|
|
2021
Q2 | $222K | Sell |
3,588
-222
| -6% | -$13.7K | 0.11% | 133 |
|
|
2021
Q1 | $205K | Buy |
+3,810
| New | +$205K | 0.12% | 139 |
|