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
2025
Q1
$4.19M Sell
2024
Q4
$4.49M Sell
2024
Q3
$4.34M Buy
2024
Q2
$4.14M Buy
2024
Q1
$2.23M Buy
2023
Q4
$1.38M Sell
2023
Q3
$1.11M Buy
2023
Q2
$890K Buy
2023
Q1
$305K Hold
2022
Q4
$213K Sell
2022
Q3
$259K Sell
2022
Q2
$263K Sell
2022
Q1
$1.24M Sell
2021
Q4
$1.5M Sell
2021
Q3
$1.36M Sell
2021
Q2
$1.06M Buy
2021
Q1
$655K Hold
2020
Q4
$722K Buy
2020
Q3
$495K Hold
2020
Q2
$464K Buy