Westwood 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 | $5.39M | Sell |
26,346
-1,100
| -4% | -$225K | 1.81% | 13 |
|
|
2025
Q1 | $4.68M | Buy |
27,446
+100
| +0.4% | +$17.1K | 2.02% | 9 |
|
|
2024
Q4 | $4.98M | Sell |
27,346
-10
| -0% | -$1.82K | 1.8% | 12 |
|
|
2024
Q3 | $4.68M | Sell |
27,356
-2,150
| -7% | -$367K | 1.83% | 11 |
|
|
2024
Q2 | $5M | Sell |
29,506
-450
| -2% | -$76.3K | 1.86% | 10 |
|
|
2024
Q1 | $4.26M | Buy |
29,956
+100
| +0.3% | +$14.2K | 2.08% | 12 |
|
|
2023
Q4 | $4.4M | Sell |
29,856
-480
| -2% | -$70.8K | 3.39% | 7 |
|
|
2023
Q3 | $3.56M | Buy |
30,336
+200
| +0.7% | +$23.4K | 2.35% | 8 |
|
|
2023
Q2 | $3.85M | Buy |
30,136
+820
| +3% | +$105K | 2.71% | 8 |
|
|
2023
Q1 | $2.93M | Buy |
29,316
+232
| +0.8% | +$23.2K | 2.61% | 8 |
|
|
2022
Q4 | $2.03M | Buy |
29,084
+3,530
| +14% | +$246K | 2.44% | 8 |
|
|
2022
Q3 | $2.09M | Buy |
25,554
+3,780
| +17% | +$310K | 1.88% | 7 |
|
|
2022
Q2 | $1.79M | Sell |
21,774
-11,406
| -34% | -$939K | 2.07% | 8 |
|
|
2022
Q1 | $3.44K | Sell |
33,180
-15,990
| -33% | -$1.66K | 1.34% | 10 |
|
|
2021
Q4 | $4.56M | Buy |
+49,170
| New | +$4.56M | 1.95% | 11 |
|