Williams Jones 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 | $442K | Sell |
2,162
-20
| -0.9% | -$4.09K | 0.01% | 368 |
|
|
2025
Q1 | $372K | Hold |
2,182
| – | – | ﹤0.01% | 373 |
|
|
2024
Q4 | $397K | Buy |
2,182
+212
| +11% | +$38.6K | ﹤0.01% | 380 |
|
|
2024
Q3 | $337K | Hold |
1,970
| – | – | ﹤0.01% | 413 |
|
|
2024
Q2 | $334K | Buy |
+1,970
| New | +$334K | ﹤0.01% | 397 |
|
|
2023
Q3 | – | Sell |
-1,810
| Closed | -$231K | – | 567 |
|
|
2023
Q2 | $231K | Buy |
+1,810
| New | +$231K | ﹤0.01% | 463 |
|