AE Wealth 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 | $6.4M | Buy |
31,281
+4,116
| +15% | +$842K | 0.05% | 322 |
|
|
2025
Q1 | $4.64M | Buy |
27,165
+3,874
| +17% | +$661K | 0.04% | 350 |
|
|
2024
Q4 | $4.24M | Buy |
23,291
+2,273
| +11% | +$414K | 0.04% | 371 |
|
|
2024
Q3 | $3.59M | Sell |
21,018
-56,062
| -73% | -$9.58M | 0.03% | 401 |
|
|
2024
Q2 | $13.1M | Buy |
77,080
+73,294
| +1,936% | +$12.4M | 0.13% | 189 |
|
|
2024
Q1 | $538K | Sell |
3,786
-74,312
| -95% | -$10.6M | 0.01% | 799 |
|
|
2023
Q4 | $13.4M | Buy |
78,098
+36,310
| +87% | +$6.22M | 0.07% | 327 |
|
|
2023
Q3 | $4.9M | Buy |
41,788
+5,374
| +15% | +$630K | 0.03% | 550 |
|
|
2023
Q2 | $4.65M | Buy |
36,414
+4,222
| +13% | +$539K | 0.03% | 560 |
|
|
2023
Q1 | $3.22M | Sell |
32,192
-12,616
| -28% | -$1.26M | 0.02% | 639 |
|
|
2022
Q4 | $3.13M | Buy |
44,808
+3,594
| +9% | +$251K | 0.02% | 603 |
|
|
2022
Q3 | $3.38M | Buy |
41,214
+11,178
| +37% | +$915K | 0.03% | 532 |
|
|
2022
Q2 | $2.47M | Buy |
30,036
+4,188
| +16% | +$345K | 0.02% | 601 |
|
|
2022
Q1 | $2.68M | Buy |
25,848
+4,776
| +23% | +$496K | 0.02% | 622 |
|
|
2021
Q4 | $1.96M | Sell |
21,072
-7,986
| -27% | -$741K | 0.01% | 706 |
|
|
2021
Q3 | $2.32M | Buy |
29,058
+13,866
| +91% | +$1.11M | 0.02% | 599 |
|
|
2021
Q2 | $939K | Buy |
15,192
+108
| +0.7% | +$6.68K | 0.01% | 869 |
|
|
2021
Q1 | $810K | Sell |
15,084
-12,114
| -45% | -$651K | 0.01% | 844 |
|
|
2020
Q4 | $1.61M | Sell |
27,198
-18,072
| -40% | -$1.07M | 0.02% | 556 |
|
|
2020
Q3 | $1.85M | Buy |
45,270
+31,434
| +227% | +$1.28M | 0.03% | 447 |
|
|
2020
Q2 | $530K | Buy |
13,836
+1,362
| +11% | +$52.2K | 0.01% | 852 |
|
|
2020
Q1 | $341K | Buy |
12,474
+594
| +5% | +$16.2K | 0.01% | 838 |
|
|
2019
Q4 | $458K | Buy |
11,880
+78
| +0.7% | +$3.01K | 0.01% | 764 |
|
|
2019
Q3 | $401K | Sell |
11,802
-1,152
| -9% | -$39.1K | 0.01% | 679 |
|
|
2019
Q2 | $440K | Buy |
12,954
+7,770
| +150% | +$264K | 0.01% | 621 |
|
|
2019
Q1 | $210K | Buy |
+5,184
| New | +$210K | 0.01% | 582 |
|