A detailed history of Circle Wealth Management, LLC transactions in Palo Alto Networks Inc stock. As of the latest transaction made, Circle Wealth Management, LLC holds 5,628 shares of PANW stock, worth $1.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,628
Previous 3,442 63.51%
Holding current value
$1.06 Million
Previous $1.17 Million 64.92%
% of portfolio
0.04%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$294.18 - $368.01 $643,077 - $804,469
2,186 Added 63.51%
5,628 $1.92 Million
Q2 2024

Aug 13, 2024

BUY
$265.2 - $340.82 $210,303 - $270,270
793 Added 29.94%
3,442 $1.17 Million
Q1 2024

May 14, 2024

SELL
$261.97 - $376.9 $2,357 - $3,392
-9 Reduced 0.34%
2,649 $752,000
Q4 2023

Feb 14, 2024

SELL
$231.71 - $313.86 $112,842 - $152,849
-487 Reduced 15.48%
2,658 $783,000
Q3 2023

Nov 14, 2023

BUY
$207.57 - $257.88 $132,844 - $165,043
640 Added 25.55%
3,145 $737,000
Q2 2023

Aug 11, 2023

BUY
$176.89 - $255.51 $7,783 - $11,242
44 Added 1.79%
2,505 $640,000
Q4 2022

Feb 13, 2023

BUY
$137.33 - $178.4 $3,845 - $4,995
28 Added 1.15%
2,461 $343,000
Q3 2022

Nov 14, 2022

BUY
$161.57 - $574.15 $263,359 - $935,864
1,630 Added 202.99%
2,433 $399,000
Q2 2022

Aug 12, 2022

BUY
$436.37 - $629.01 $3,490 - $5,032
8 Added 1.01%
803 $397,000
Q4 2021

Feb 14, 2022

BUY
$469.54 - $568.34 $373,284 - $451,830
795 New
795 $443,000
Q1 2021

May 17, 2021

SELL
$316.85 - $396.9 $1.84 Million - $2.3 Million
-5,795 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$229.36 - $272.52 $10,321 - $12,263
45 Added 0.78%
5,795 $1.42 Million
Q2 2020

Aug 14, 2020

SELL
$162.66 - $239.86 $162,660 - $239,860
-1,000 Reduced 14.81%
5,750 $1.32 Million
Q1 2020

May 15, 2020

SELL
$132.58 - $249.22 $112,693 - $211,837
-850 Reduced 11.18%
6,750 $1.11 Million
Q3 2019

Nov 15, 2019

SELL
$198.03 - $227.78 $89,113 - $102,501
-450 Reduced 5.59%
7,600 $1.55 Million
Q2 2019

Aug 14, 2019

SELL
$195.54 - $250.77 $410,634 - $526,617
-2,100 Reduced 20.69%
8,050 $1.64 Million
Q1 2019

May 15, 2019

BUY
$179.7 - $254.88 $1.82 Million - $2.59 Million
10,150 New
10,150 $2.47 Million

Others Institutions Holding PANW

About Palo Alto Networks Inc


  • Ticker PANW
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 299,214,016
  • Market Cap $56.5B
  • Description
  • Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; a...
More about PANW
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