Xcel Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Sell |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $4.49M | Sell |
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|
2024
Q3 | $4.34M | Buy |
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|
2024
Q2 | $4.14M | Buy |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $890K | Buy |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $655K | Hold |
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|
2020
Q4 | $722K | Buy |
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|
2020
Q3 | $495K | Hold |
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|
2020
Q2 | $464K | Buy |
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