Apriem Advisors’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 | $1.43M | Sell |
6,978
-50
| -0.7% | -$10.2K | 0.15% | 74 |
|
|
2025
Q1 | $1.2M | Sell |
7,028
-32
| -0.5% | -$5.46K | 0.14% | 75 |
|
|
2024
Q4 | $1.28M | Sell |
7,060
-208
| -3% | -$37.8K | 0.15% | 71 |
|
|
2024
Q3 | $1.24M | Sell |
7,268
-912
| -11% | -$156K | 0.15% | 71 |
|
|
2024
Q2 | $1.39M | Buy |
8,180
+320
| +4% | +$54.2K | 0.17% | 65 |
|
|
2024
Q1 | $1.12M | Buy |
7,860
+800
| +11% | +$114K | 0.14% | 76 |
|
|
2023
Q4 | $1.04M | Buy |
7,060
+1,170
| +20% | +$173K | 0.14% | 72 |
|
|
2023
Q3 | $690K | Buy |
5,890
+532
| +10% | +$62.4K | 0.1% | 78 |
|
|
2023
Q2 | $685K | Buy |
5,358
+50
| +0.9% | +$6.39K | 0.1% | 80 |
|
|
2023
Q1 | $530K | Buy |
5,308
+380
| +8% | +$38K | 0.08% | 90 |
|
|
2022
Q4 | $344K | Sell |
4,928
-340
| -6% | -$23.7K | 0.06% | 111 |
|
|
2022
Q3 | $431K | Buy |
5,268
+240
| +5% | +$19.6K | 0.08% | 96 |
|
|
2022
Q2 | $414K | Sell |
5,028
-990
| -16% | -$81.5K | 0.07% | 93 |
|
|
2022
Q1 | $624K | Sell |
6,018
-360
| -6% | -$37.3K | 0.09% | 84 |
|
|
2021
Q4 | $592K | Sell |
6,378
-1,050
| -14% | -$97.5K | 0.08% | 88 |
|
|
2021
Q3 | $593K | Sell |
7,428
-420
| -5% | -$33.5K | 0.09% | 82 |
|
|
2021
Q2 | $485K | Buy |
7,848
+228
| +3% | +$14.1K | 0.07% | 90 |
|
|
2021
Q1 | $409K | Buy |
7,620
+1,230
| +19% | +$66K | 0.06% | 97 |
|
|
2020
Q4 | $378K | Buy |
6,390
+330
| +5% | +$19.5K | 0.07% | 93 |
|
|
2020
Q3 | $247K | Sell |
6,060
-360
| -6% | -$14.7K | 0.05% | 108 |
|
|
2020
Q2 | $246K | Buy |
+6,420
| New | +$246K | 0.05% | 104 |
|
|
2020
Q1 | – | Sell |
-9,630
| Closed | -$371K | – | 129 |
|
|
2019
Q4 | $371K | Hold |
9,630
| – | – | 0.07% | 88 |
|
|
2019
Q3 | $327K | Buy |
9,630
+1,650
| +21% | +$56K | 0.07% | 89 |
|
|
2019
Q2 | $271K | Buy |
7,980
+1,500
| +23% | +$50.9K | 0.08% | 107 |
|
|
2019
Q1 | $262K | Sell |
6,480
-570
| -8% | -$23K | 0.07% | 108 |
|
|
2018
Q4 | $221K | Hold |
7,050
| – | – | 0.08% | 111 |
|
|
2018
Q3 | $265K | Hold |
7,050
| – | – | 0.06% | 117 |
|
|
2018
Q2 | $241K | Sell |
7,050
-1,590
| -18% | -$54.4K | 0.05% | 116 |
|
|
2018
Q1 | $261K | Sell |
8,640
-1,050
| -11% | -$31.7K | 0.06% | 109 |
|
|
2017
Q4 | $234K | Sell |
9,690
-2,700
| -22% | -$65.2K | 0.06% | 113 |
|
|
2017
Q3 | $298K | Sell |
12,390
-1,548
| -11% | -$37.2K | 0.07% | 103 |
|
|
2017
Q2 | $311K | Sell |
13,938
-492
| -3% | -$11K | 0.08% | 94 |
|
|
2017
Q1 | $271K | Buy |
14,430
+1,200
| +9% | +$22.5K | 0.07% | 107 |
|
|
2016
Q4 | $276K | Sell |
13,230
-2,190
| -14% | -$45.7K | 0.08% | 97 |
|
|
2016
Q3 | $409K | Buy |
15,420
+420
| +3% | +$11.1K | 0.12% | 78 |
|
|
2016
Q2 | $307K | Sell |
15,000
-63,450
| -81% | -$1.3M | 0.1% | 84 |
|
|
2016
Q1 | $2.13M | Buy |
78,450
+2,250
| +3% | +$61.2K | 0.84% | 32 |
|
|
2015
Q4 | $2.24M | Buy |
76,200
+2,700
| +4% | +$79.3K | 0.8% | 37 |
|
|
2015
Q3 | $2.11M | Buy |
+73,500
| New | +$2.11M | 0.78% | 35 |
|
|
2014
Q4 | – | Sell |
-600
| Closed | -$10K | – | 540 |
|
|
2014
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 378 |
|
|
2014
Q2 | $8K | Buy |
+600
| New | +$8K | ﹤0.01% | 357 |
|