AFAS
Acorn Financial Advisory Services’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
5,968
-210
| -3% | -$43K | 0.2% | 58 |
|
|
2025
Q1 | $1.05M | Sell |
6,178
-289
| -4% | -$49.3K | 0.19% | 64 |
|
|
2024
Q4 | $1.18M | Buy |
6,467
+3,096
| +92% | +$563K | 0.19% | 61 |
|
|
2024
Q3 | $1.15M | Sell |
3,371
-94
| -3% | -$32.1K | 0.2% | 56 |
|
|
2024
Q2 | $1.17M | Sell |
3,465
-84
| -2% | -$28.5K | 0.22% | 54 |
|
|
2024
Q1 | $1.01M | Sell |
3,549
-3,647
| -51% | -$1.04M | 0.19% | 70 |
|
|
2023
Q4 | $2.1M | Sell |
7,196
-676
| -9% | -$197K | 0.37% | 38 |
|
|
2023
Q3 | $1.85M | Sell |
7,872
-440
| -5% | -$104K | 0.33% | 47 |
|
|
2023
Q2 | $2.12M | Buy |
8,312
+1,780
| +27% | +$455K | 0.38% | 32 |
|
|
2023
Q1 | $1.3M | Buy |
6,532
+49
| +0.8% | +$9.79K | 0.25% | 57 |
|
|
2022
Q4 | $905K | Buy |
6,483
+35
| +0.5% | +$4.88K | 0.19% | 76 |
|
|
2022
Q3 | $1.06M | Buy |
6,448
+4,346
| +207% | +$712K | 0.25% | 60 |
|
|
2022
Q2 | $1.04M | Sell |
2,102
-29
| -1% | -$14.3K | 0.25% | 59 |
|
|
2022
Q1 | $1.33M | Sell |
2,131
-55
| -3% | -$34.2K | 0.27% | 62 |
|
|
2021
Q4 | $1.22M | Sell |
2,186
-1,043
| -32% | -$581K | 0.24% | 66 |
|
|
2021
Q3 | $1.55M | Buy |
3,229
+209
| +7% | +$100K | 0.48% | 54 |
|
|
2021
Q2 | $1.12M | Buy |
3,020
+56
| +2% | +$20.8K | 0.33% | 81 |
|
|
2021
Q1 | $955K | Buy |
2,964
+114
| +4% | +$36.7K | 0.35% | 79 |
|
|
2020
Q4 | $1.01M | Buy |
2,850
+162
| +6% | +$57.6K | 0.4% | 77 |
|
|
2020
Q3 | $658K | Buy |
2,688
+149
| +6% | +$36.5K | 0.34% | 86 |
|
|
2020
Q2 | $583K | Sell |
2,539
-3
| -0.1% | -$689 | 0.41% | 86 |
|
|
2020
Q1 | $417K | Buy |
2,542
+132
| +5% | +$21.7K | 0.41% | 89 |
|
|
2019
Q4 | $557K | Buy |
+2,410
| New | +$557K | 0.47% | 74 |
|