WFG
Wills Financial Group’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69M | Sell |
47,343
-538
| -1% | -$110K | 4.21% | 5 |
|
|
2025
Q1 | $8.17M | Sell |
47,881
-1,997
| -4% | -$341K | 3.62% | 7 |
|
|
2024
Q4 | $9.08M | Buy |
49,878
+21,719
| +77% | +$3.95M | 3.92% | 6 |
|
|
2024
Q3 | $9.62M | Sell |
28,159
-2,362
| -8% | -$807K | 4.04% | 6 |
|
|
2024
Q2 | $10.3M | Buy |
30,521
+31
| +0.1% | +$10.5K | 4.77% | 5 |
|
|
2024
Q1 | $8.66M | Buy |
30,490
+141
| +0.5% | +$40.1K | 4.08% | 6 |
|
|
2023
Q4 | $8.95M | Sell |
30,349
-297
| -1% | -$87.6K | 4.52% | 6 |
|
|
2023
Q3 | $7.18M | Buy |
30,646
+93
| +0.3% | +$21.8K | 3.89% | 8 |
|
|
2023
Q2 | $7.81M | Sell |
30,553
-100
| -0.3% | -$25.6K | 3.96% | 8 |
|
|
2023
Q1 | $6.12M | Buy |
30,653
+373
| +1% | +$74.5K | 3.3% | 11 |
|
|
2022
Q4 | $4.23M | Buy |
30,280
+743
| +3% | +$104K | 2.35% | 15 |
|
|
2022
Q3 | $4.84M | Buy |
29,537
+19,761
| +202% | +$3.24M | 2.69% | 16 |
|
|
2022
Q2 | $4.83M | Buy |
9,776
+30
| +0.3% | +$14.8K | 2.38% | 16 |
|
|
2022
Q1 | $6.07M | Buy |
9,746
+15
| +0.2% | +$9.34K | 2.55% | 17 |
|
|
2021
Q4 | $5.42M | Buy |
9,731
+750
| +8% | +$418K | 2.14% | 21 |
|
|
2021
Q3 | $4.3M | Buy |
8,981
+205
| +2% | +$98.2K | 1.93% | 22 |
|
|
2021
Q2 | $3.26M | Buy |
8,776
+132
| +2% | +$49K | 1.41% | 28 |
|
|
2021
Q1 | $2.78M | Buy |
8,644
+1,689
| +24% | +$544K | 1.35% | 28 |
|
|
2020
Q4 | $2.47M | Buy |
6,955
+791
| +13% | +$281K | 1.23% | 28 |
|
|
2020
Q3 | $1.51M | Buy |
6,164
+195
| +3% | +$47.7K | 0.88% | 28 |
|
|
2020
Q2 | $1.37M | Sell |
5,969
-95
| -2% | -$21.8K | 0.85% | 32 |
|
|
2020
Q1 | $994K | Sell |
6,064
-201
| -3% | -$32.9K | 0.71% | 37 |
|
|
2019
Q4 | $1.45M | Buy |
6,265
+173
| +3% | +$40K | 0.83% | 37 |
|
|
2019
Q3 | $1.24M | Buy |
6,092
+240
| +4% | +$48.9K | 0.8% | 37 |
|
|
2019
Q2 | $1.19M | Buy |
+5,852
| New | +$1.19M | 0.78% | 39 |
|