XWM
Xcel Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Sell |
24,058
-498
| -2% | -$102K | 1.4% | 21 |
|
|
2025
Q1 | $4.19M | Sell |
24,556
-125
| -0.5% | -$21.3K | 1.31% | 22 |
|
|
2024
Q4 | $4.49M | Buy |
24,681
+11,986
| +94% | +$2.18M | 1.24% | 22 |
|
|
2024
Q3 | $4.34M | Buy |
12,695
+496
| +4% | +$170K | 1.27% | 21 |
|
|
2024
Q2 | $4.14M | Buy |
12,199
+4,344
| +55% | +$1.47M | 1.29% | 24 |
|
|
2024
Q1 | $2.23M | Buy |
7,855
+3,175
| +68% | +$902K | 0.7% | 35 |
|
|
2023
Q4 | $1.38M | Sell |
4,680
-38
| -0.8% | -$11.2K | 0.48% | 48 |
|
|
2023
Q3 | $1.11M | Buy |
4,718
+1,235
| +35% | +$290K | 0.44% | 48 |
|
|
2023
Q2 | $890K | Buy |
3,483
+1,956
| +128% | +$500K | 0.28% | 65 |
|
|
2023
Q1 | $305K | Hold |
1,527
| – | – | 0.11% | 110 |
|
|
2022
Q4 | $213K | Sell |
1,527
-54
| -3% | -$7.54K | 0.08% | 118 |
|
|
2022
Q3 | $259K | Buy |
1,581
+1,048
| +197% | +$172K | 0.1% | 109 |
|
|
2022
Q2 | $263K | Sell |
533
-1,459
| -73% | -$720K | 0.1% | 109 |
|
|
2022
Q1 | $1.24M | Sell |
1,992
-710
| -26% | -$442K | 0.34% | 64 |
|
|
2021
Q4 | $1.5M | Sell |
2,702
-145
| -5% | -$80.7K | 0.39% | 63 |
|
|
2021
Q3 | $1.36M | Sell |
2,847
-6
| -0.2% | -$2.88K | 0.4% | 64 |
|
|
2021
Q2 | $1.06M | Buy |
2,853
+820
| +40% | +$304K | 0.32% | 65 |
|
|
2021
Q1 | $655K | Hold |
2,033
| – | – | 0.23% | 75 |
|
|
2020
Q4 | $722K | Buy |
2,033
+9
| +0.4% | +$3.2K | 0.31% | 64 |
|
|
2020
Q3 | $495K | Hold |
2,024
| – | – | 0.25% | 72 |
|
|
2020
Q2 | $464K | Buy |
+2,024
| New | +$464K | 0.29% | 68 |
|