Whalen 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 | $870K | Buy |
4,250
+1,993
| +88% | +$408K | 0.55% | 55 |
|
|
2025
Q1 | $385K | Sell |
2,257
-1,425
| -39% | -$243K | 0.26% | 88 |
|
|
2024
Q4 | $670K | Sell |
3,682
-516
| -12% | -$93.9K | 0.46% | 43 |
|
|
2024
Q3 | $717K | Sell |
4,198
-676
| -14% | -$116K | 0.51% | 48 |
|
|
2024
Q2 | $826K | Buy |
+4,874
| New | +$826K | 0.65% | 28 |
|
|
2024
Q1 | – | Sell |
-1,496
| Closed | -$221K | – | 148 |
|
|
2023
Q4 | $221K | Buy |
+1,496
| New | +$221K | 0.2% | 98 |
|