WFA of San Diego’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 | $1.64K | Buy |
+8
| New | +$1.64K | ﹤0.01% | 401 |
|
|
2024
Q3 | $1.37K | Hold |
8
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $1.36K | Buy |
+8
| New | +$1.36K | ﹤0.01% | 379 |
|
|
2023
Q3 | $704 | Hold |
6
| – | – | ﹤0.01% | 371 |
|
|
2023
Q2 | $767 | Buy |
+6
| New | +$767 | ﹤0.01% | 360 |
|
|
2023
Q1 | – | Sell |
-180
| Closed | -$12.6K | – | 311 |
|
|
2022
Q4 | $12.6K | Buy |
+180
| New | +$12.6K | 0.01% | 340 |
|
|
2022
Q3 | – | Sell |
-180
| Closed | -$15K | – | 302 |
|
|
2022
Q2 | $15K | Buy |
+180
| New | +$15K | 0.01% | 242 |
|