Winch Advisory Services’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 | $15.6K | Buy |
76
+10
| +15% | +$2.05K | ﹤0.01% | 251 |
|
2025
Q1 | $11.3K | Hold |
66
| – | – | ﹤0.01% | 274 |
|
2024
Q4 | $12K | Hold |
66
| – | – | ﹤0.01% | 277 |
|
2024
Q3 | $11.3K | Hold |
66
| – | – | ﹤0.01% | 255 |
|
2024
Q2 | $11.2K | Hold |
66
| – | – | ﹤0.01% | 249 |
|
2024
Q1 | $9.38K | Hold |
66
| – | – | ﹤0.01% | 258 |
|
2023
Q4 | $9.73K | Hold |
66
| – | – | ﹤0.01% | 263 |
|
2023
Q3 | $8K | Hold |
66
| – | – | ﹤0.01% | 269 |
|
2023
Q2 | $8K | Hold |
66
| – | – | ﹤0.01% | 272 |
|
2023
Q1 | $7K | Hold |
66
| – | – | ﹤0.01% | 283 |
|
2022
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 288 |
|
2022
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 272 |
|
2022
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 284 |
|
2022
Q1 | $7K | Sell |
66
-24
| -27% | -$2.55K | ﹤0.01% | 284 |
|
2021
Q4 | $8K | Hold |
90
| – | – | ﹤0.01% | 290 |
|
2021
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 296 |
|
2021
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 320 |
|
2021
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 309 |
|
2020
Q4 | $5K | Buy |
90
+48
| +114% | +$2.67K | ﹤0.01% | 301 |
|
2020
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 340 |
|
2020
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 339 |
|
2020
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 321 |
|
2019
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 326 |
|
2019
Q3 | $1K | Sell |
42
-66
| -61% | -$1.57K | ﹤0.01% | 335 |
|
2019
Q2 | $4K | Buy |
108
+66
| +157% | +$2.44K | ﹤0.01% | 285 |
|
2019
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 331 |
|
2018
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 333 |
|
2018
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 286 |
|
2018
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 318 |
|
2018
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 295 |
|
2017
Q4 | $1K | Sell |
42
-90
| -68% | -$2.14K | ﹤0.01% | 294 |
|
2017
Q3 | $3K | Buy |
+132
| New | +$3K | ﹤0.01% | 233 |
|
2016
Q3 | – | Sell |
-462
| Closed | -$9K | – | 285 |
|
2016
Q2 | $9K | Buy |
+462
| New | +$9K | 0.01% | 155 |
|
2015
Q3 | – | Sell |
-36,552
| Closed | -$1.06M | – | 266 |
|
2015
Q2 | $1.06M | Buy |
+36,552
| New | +$1.06M | 0.58% | 49 |
|