Advisors Asset Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.1M Buy
93,374
+3,404
+4% +$697K 0.34% 43
2025
Q1
$15.4M Buy
89,970
+349
+0.4% +$59.6K 0.29% 56
2024
Q4
$16.3M Sell
89,621
-1,249
-1% -$227K 0.3% 54
2024
Q3
$15.5M Sell
90,870
-11,752
-11% -$2.01M 0.29% 56
2024
Q2
$17.4M Sell
102,622
-5,622
-5% -$953K 0.34% 51
2024
Q1
$15.4M Sell
108,244
-10,176
-9% -$1.45M 0.3% 59
2023
Q4
$17.5M Buy
118,420
+3,430
+3% +$506K 0.36% 51
2023
Q3
$13.5M Buy
114,990
+40
+0% +$4.69K 0.29% 63
2023
Q2
$14.7M Sell
114,950
-1,028
-0.9% -$131K 0.3% 58
2023
Q1
$11.6M Sell
115,978
-7,072
-6% -$706K 0.24% 85
2022
Q4
$8.59M Sell
123,050
-17,688
-13% -$1.23M 0.18% 127
2022
Q3
$11.5M Sell
140,738
-17,986
-11% -$1.47M 0.24% 78
2022
Q2
$13.1M Sell
158,724
-13,614
-8% -$1.12M 0.25% 77
2022
Q1
$17.9M Sell
172,338
-19,230
-10% -$2M 0.28% 66
2021
Q4
$17.8M Sell
191,568
-18,594
-9% -$1.73M 0.25% 71
2021
Q3
$16.8M Sell
210,162
-15,846
-7% -$1.27M 0.26% 70
2021
Q2
$14M Sell
226,008
-24,702
-10% -$1.53M 0.21% 94
2021
Q1
$13.5M Sell
250,710
-10,446
-4% -$561K 0.21% 87
2020
Q4
$15.5M Buy
261,156
+3,534
+1% +$209K 0.26% 71
2020
Q3
$10.5M Buy
257,622
+7,698
+3% +$314K 0.19% 100
2020
Q2
$9.57M Buy
249,924
+12,522
+5% +$479K 0.19% 109
2020
Q1
$6.49M Buy
237,402
+21,174
+10% +$579K 0.15% 138
2019
Q4
$8.33M Buy
216,228
+11,322
+6% +$436K 0.15% 164
2019
Q3
$6.96M Buy
204,906
+39,600
+24% +$1.35M 0.13% 192
2019
Q2
$5.61M Buy
165,306
+54,732
+49% +$1.86M 0.1% 238
2019
Q1
$4.48M Buy
110,574
+44,772
+68% +$1.81M 0.08% 286
2018
Q4
$2.07M Buy
65,802
+24,444
+59% +$767K 0.04% 492
2018
Q3
$1.55M Buy
41,358
+15,264
+58% +$573K 0.03% 691
2018
Q2
$894K Buy
26,094
+11,832
+83% +$405K 0.02% 877
2018
Q1
$412K Sell
14,262
-6,816
-32% -$197K 0.01% 1094
2017
Q4
$509K Sell
21,078
-1,632
-7% -$39.4K 0.01% 1071
2017
Q3
$545K Sell
22,710
-10,554
-32% -$253K 0.01% 1037
2017
Q2
$742K Sell
33,264
-828
-2% -$18.5K 0.01% 975
2017
Q1
$640K Sell
34,092
-15,192
-31% -$285K 0.01% 1016
2016
Q4
$1.03M Buy
49,284
+1,872
+4% +$39K 0.02% 867
2016
Q3
$1.26M Buy
47,412
+4,836
+11% +$128K 0.02% 786
2016
Q2
$870K Buy
42,576
+1,002
+2% +$20.5K 0.01% 924
2016
Q1
$1.13M Buy
41,574
+5,688
+16% +$155K 0.02% 825
2015
Q4
$1.05M Buy
35,886
+4,836
+16% +$142K 0.02% 888
2015
Q3
$890K Buy
31,050
+7,770
+33% +$223K 0.01% 914
2015
Q2
$678K Buy
23,280
+8,712
+60% +$254K 0.01% 1026
2015
Q1
$355K Buy
+14,568
New +$355K ﹤0.01% 1194