Allworth Financial’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 | $3.23M | Buy |
15,807
+7,091
| +81% | +$1.45M | 0.02% | 388 |
|
|
2025
Q1 | $1.53M | Buy |
8,716
+666
| +8% | +$117K | 0.01% | 450 |
|
|
2024
Q4 | $1.51M | Buy |
8,050
+316
| +4% | +$59.3K | 0.01% | 452 |
|
|
2024
Q3 | $1.32M | Buy |
7,734
+260
| +3% | +$44.4K | 0.01% | 392 |
|
|
2024
Q2 | $1.24M | Buy |
7,474
+168
| +2% | +$27.8K | 0.01% | 392 |
|
|
2024
Q1 | $1.04M | Buy |
7,306
+2,572
| +54% | +$365K | 0.01% | 404 |
|
|
2023
Q4 | $698K | Buy |
4,734
+382
| +9% | +$56.3K | 0.01% | 456 |
|
|
2023
Q3 | $510K | Buy |
4,352
+46
| +1% | +$5.39K | ﹤0.01% | 484 |
|
|
2023
Q2 | $550K | Buy |
4,306
+46
| +1% | +$5.88K | ﹤0.01% | 481 |
|
|
2023
Q1 | $425K | Buy |
4,260
+460
| +12% | +$45.9K | ﹤0.01% | 498 |
|
|
2022
Q4 | $265K | Sell |
3,800
-124
| -3% | -$8.65K | ﹤0.01% | 578 |
|
|
2022
Q3 | $321K | Sell |
3,924
-3,342
| -46% | -$273K | ﹤0.01% | 507 |
|
|
2022
Q2 | $598K | Sell |
7,266
-198
| -3% | -$16.3K | 0.01% | 373 |
|
|
2022
Q1 | $774K | Buy |
7,464
+4,344
| +139% | +$450K | 0.01% | 337 |
|
|
2021
Q4 | $290K | Sell |
3,120
-438
| -12% | -$40.7K | ﹤0.01% | 459 |
|
|
2021
Q3 | $284K | Buy |
3,558
+3,546
| +29,550% | +$283K | ﹤0.01% | 409 |
|
|
2021
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1480 |
|
|
2016
Q2 | – | Sell |
-1,050
| Closed | -$29K | – | 669 |
|
|
2016
Q1 | $29K | Hold |
1,050
| – | – | ﹤0.01% | 263 |
|
|
2015
Q4 | $31K | Hold |
1,050
| – | – | 0.01% | 253 |
|
|
2015
Q3 | $30K | Buy |
+1,050
| New | +$30K | 0.01% | 258 |
|