Advisors Capital 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
$69.4M Sell
339,070
-2,736
-0.8% -$560K 0.95% 25
2025
Q1
$58.3M Buy
341,806
+1,136
+0.3% +$194K 0.9% 28
2024
Q4
$62M Sell
340,670
-4,140
-1% -$753K 0.98% 21
2024
Q3
$58.9M Buy
344,810
+28
+0% +$4.79K 0.96% 24
2024
Q2
$58.4M Sell
344,782
-10,444
-3% -$1.77M 1.02% 22
2024
Q1
$50.5M Sell
355,226
-19,116
-5% -$2.72M 0.92% 25
2023
Q4
$55.2M Sell
374,342
-10,524
-3% -$1.55M 1.12% 15
2023
Q3
$45.1M Sell
384,866
-1,668
-0.4% -$196K 1.14% 15
2023
Q2
$49.4M Sell
386,534
-16,054
-4% -$2.05M 1.18% 14
2023
Q1
$40.2M Sell
402,588
-7,348
-2% -$734K 1.04% 21
2022
Q4
$28.6M Sell
409,936
-13,600
-3% -$949K 0.78% 38
2022
Q3
$34.2M Buy
423,536
+8,450
+2% +$683K 0.91% 28
2022
Q2
$34.2M Sell
415,086
-54,576
-12% -$4.49M 1.04% 24
2022
Q1
$48.7M Sell
469,662
-29,574
-6% -$3.07M 1.33% 13
2021
Q4
$46.3M Sell
499,236
-18,000
-3% -$1.67M 1.26% 11
2021
Q3
$41.3M Buy
517,236
+10,158
+2% +$811K 1.26% 15
2021
Q2
$31.4M Buy
507,078
+6,120
+1% +$378K 0.99% 28
2021
Q1
$26.9M Sell
500,958
-20,844
-4% -$1.12M 0.94% 30
2020
Q4
$30.9M Sell
521,802
-114,990
-18% -$6.81M 1.18% 19
2020
Q3
$26M Buy
636,792
+10,428
+2% +$425K 1.21% 18
2020
Q2
$24M Buy
626,364
+551,736
+739% +$21.1M 1.19% 22
2020
Q1
$2.04M Buy
74,628
+7,230
+11% +$198K 0.13% 141
2019
Q4
$2.6M Buy
67,398
+552
+0.8% +$21.3K 0.12% 160
2019
Q3
$2.27M Sell
66,846
-252
-0.4% -$8.56K 0.12% 156
2019
Q2
$2.28M Buy
67,098
+3,540
+6% +$120K 0.14% 152
2019
Q1
$2.56M Sell
63,558
-58,344
-48% -$2.35M 0.16% 147
2018
Q4
$3.83M Buy
121,902
+3,672
+3% +$115K 0.28% 96
2018
Q3
$4.44M Buy
118,230
+1,476
+1% +$55.4K 0.29% 95
2018
Q2
$4M Sell
116,754
-516
-0.4% -$17.7K 0.28% 100
2018
Q1
$3.55M Sell
117,270
-2,598
-2% -$78.6K 0.27% 101
2017
Q4
$2.9M Buy
119,868
+10,278
+9% +$248K 0.23% 117
2017
Q3
$2.63M Buy
109,590
+8,724
+9% +$210K 0.21% 126
2017
Q2
$2.25M Buy
100,866
+11,280
+13% +$252K 0.18% 130
2017
Q1
$1.68M Sell
89,586
-774
-0.9% -$14.5K 0.15% 142
2016
Q4
$1.88M Sell
90,360
-840
-0.9% -$17.5K 0.18% 131
2016
Q3
$2.42M Sell
91,200
-690
-0.8% -$18.3K 0.24% 122
2016
Q2
$1.88M Buy
+91,890
New +$1.88M 0.19% 125