Aptus Capital 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 | $1.8M | Buy |
8,782
+1,327
| +18% | +$272K | 0.01% | 431 |
|
|
2025
Q1 | $1.27M | Buy |
7,455
+1,215
| +19% | +$207K | 0.01% | 457 |
|
|
2024
Q4 | $1.14M | Buy |
6,240
+1,288
| +26% | +$234K | 0.01% | 471 |
|
|
2024
Q3 | $846K | Buy |
4,952
+1,074
| +28% | +$184K | 0.01% | 441 |
|
|
2024
Q2 | $657K | Buy |
3,878
+202
| +5% | +$34.2K | 0.01% | 455 |
|
|
2024
Q1 | $522K | Buy |
3,676
+1,102
| +43% | +$157K | 0.01% | 503 |
|
|
2023
Q4 | $380K | Sell |
2,574
-1,356
| -35% | -$200K | 0.01% | 427 |
|
|
2023
Q3 | $461K | Buy |
3,930
+1,860
| +90% | +$218K | 0.01% | 394 |
|
|
2023
Q2 | $264K | Sell |
2,070
-762
| -27% | -$97.3K | 0.01% | 417 |
|
|
2023
Q1 | $283K | Sell |
2,832
-4,952
| -64% | -$495K | 0.01% | 398 |
|
|
2022
Q4 | $543K | Sell |
7,784
-1,354
| -15% | -$94.5K | 0.02% | 336 |
|
|
2022
Q3 | $1.91M | Buy |
+9,138
| New | +$1.91M | 0.05% | 198 |
|