Xcel Wealth Management, LLC Palo Alto Networks Inc Transaction History

Xcel Wealth Management, LLC

$338 Million
Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Palo Alto Networks Inc stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 12,695 shares of PANW stock, worth $4.87 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

12,695

Previous 12,199 4.07%

Holding current value

$4.87 Million

Previous $4.14 Million 4.93%

% of portfolio

1.28%

Previous 1.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$294.18 - $368.01 $145,913 - $182,532	496 Added 4.07%	12,695 $4.34 Million
Q2 2024 Jul 23, 2024	BUY	$265.2 - $340.82 $1.15 Million - $1.48 Million	4,344 Added 55.3%	12,199 $4.14 Million
Q1 2024 Apr 22, 2024	BUY	$261.97 - $376.9 $831,754 - $1.2 Million	3,175 Added 67.84%	7,855 $2.23 Million
Q4 2023 Jan 29, 2024	SELL	$231.71 - $313.86 $8,804 - $11,926	-38 Reduced 0.81%	4,680 $1.38 Million
Q3 2023 Oct 17, 2023	BUY	$207.57 - $257.88 $256,348 - $318,481	1,235 Added 35.46%	4,718 $1.11 Million
Q2 2023 Jul 26, 2023	BUY	$176.89 - $255.51 $345,996 - $499,777	1,956 Added 128.09%	3,483 $889,000
Q4 2022 Jan 19, 2023	SELL	$137.33 - $178.4 $7,415 - $9,633	-54 Reduced 3.42%	1,527 $213,000
Q3 2022 Oct 20, 2022	BUY	$161.57 - $574.15 $169,325 - $601,709	1,048 Added 196.62%	1,581 $259,000
Q2 2022 Jul 26, 2022	SELL	$436.37 - $629.01 $636,663 - $917,725	-1,459 Reduced 73.24%	533 $263,000
Q1 2022 Apr 29, 2022	SELL	$475.47 - $625.25 $337,583 - $443,927	-710 Reduced 26.28%	1,992 $1.24 Million
Q4 2021 Feb 03, 2022	SELL	$469.54 - $568.34 $68,083 - $82,409	-145 Reduced 5.09%	2,702 $1.5 Million
Q3 2021 Oct 21, 2021	SELL	$362.36 - $490.47 $2,174 - $2,942	-6 Reduced 0.21%	2,847 $1.36 Million
Q2 2021 Jul 15, 2021	BUY	$323.88 - $378.47 $265,581 - $310,345	820 Added 40.33%	2,853 $1.06 Million
Q4 2020 Jan 13, 2021	BUY	$221.19 - $372.06 $1,990 - $3,348	9 Added 0.44%	2,033 $722,000
Q2 2020 Jul 10, 2020	BUY	$162.66 - $239.86 $329,223 - $485,476	2,024 New	2,024 $464,000

Others Institutions Holding PANW

# of Institutions

2,275

Shares Held

252M

Call Options Held

10.9M

Put Options Held

21.2M

View Full List

About Palo Alto Networks Inc

Ticker PANW
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 299,214,016
Market Cap $115B
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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Xcel Wealth Management, LLC Palo Alto Networks Inc Transaction History