World Equity Group’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
$493K Sell
2,407
-746
-24% -$153K 0.13% 162
2025
Q1
$547K Sell
3,153
-1,877
-37% -$326K 0.16% 135
2024
Q4
$915K Buy
5,030
+2,574
+105% +$468K 0.2% 112
2024
Q3
$420K Sell
2,456
-50
-2% -$8.55K 0.15% 143
2024
Q2
$425K Sell
2,506
-1,778
-42% -$301K 0.13% 174
2024
Q1
$609K Buy
4,284
+552
+15% +$78.4K 0.13% 166
2023
Q4
$550K Buy
3,732
+140
+4% +$20.6K 0.11% 183
2023
Q3
$421K Buy
3,592
+1,850
+106% +$217K 0.09% 221
2023
Q2
$223K Sell
1,742
-19,008
-92% -$2.43M 0.07% 280
2023
Q1
$266K Buy
20,750
+16,596
+400% +$213K 0.04% 402
2022
Q4
$290K Sell
4,154
-34
-0.8% -$2.37K 0.07% 258
2022
Q3
$343K Buy
4,188
+102
+2% +$8.35K 0.09% 221
2022
Q2
$336K Buy
4,086
+66
+2% +$5.43K 0.08% 240
2022
Q1
$417K Buy
+4,020
New +$417K 0.09% 229