Ameritas Advisory Services’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 | $2M | Sell |
9,774
-198
| -2% | -$40.5K | 0.1% | 191 |
|
|
2025
Q1 | $1.78M | Buy |
9,972
+221
| +2% | +$39.5K | 0.07% | 259 |
|
|
2024
Q4 | $1.77M | Buy |
9,751
+145
| +2% | +$26.4K | 0.06% | 286 |
|
|
2024
Q3 | $1.64M | Sell |
9,606
-4,924
| -34% | -$842K | 0.07% | 270 |
|
|
2024
Q2 | $2.46M | Buy |
14,530
+960
| +7% | +$163K | 0.09% | 214 |
|
|
2024
Q1 | $1.99M | Buy |
13,570
+4,618
| +52% | +$678K | 0.08% | 233 |
|
|
2023
Q4 | $1.59M | Buy |
8,952
+1,704
| +24% | +$303K | 0.09% | 202 |
|
|
2023
Q3 | $921K | Buy |
7,248
+2,122
| +41% | +$270K | 0.05% | 354 |
|
|
2023
Q2 | $635K | Sell |
5,126
-5,490
| -52% | -$680K | 0.08% | 244 |
|
|
2023
Q1 | $1.06M | Buy |
10,616
+4,104
| +63% | +$408K | 0.05% | 309 |
|
|
2022
Q4 | $454K | Buy |
6,512
+608
| +10% | +$42.4K | 0.02% | 566 |
|
|
2022
Q3 | $484K | Buy |
5,904
+144
| +3% | +$11.8K | 0.03% | 444 |
|
|
2022
Q2 | $474K | Buy |
5,760
+342
| +6% | +$28.1K | 0.03% | 470 |
|
|
2022
Q1 | $562K | Sell |
5,418
-270
| -5% | -$28K | 0.02% | 474 |
|
|
2021
Q4 | $528K | Buy |
+5,688
| New | +$528K | 0.02% | 489 |
|