Arax Advisory Partners’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 | $272K | Buy |
928
+175
| +23% | +$51.4K | 0.01% | 553 |
|
2025
Q1 | $128K | Sell |
753
-163
| -18% | -$27.8K | 0.01% | 651 |
|
2024
Q4 | $167K | Buy |
916
+472
| +106% | +$85.9K | 0.01% | 535 |
|
2024
Q3 | $75.9K | Buy |
444
+46
| +12% | +$7.86K | 0.01% | 572 |
|
2024
Q2 | $67.5K | Buy |
398
+286
| +255% | +$48.5K | 0.01% | 566 |
|
2024
Q1 | $15.9K | Buy |
112
+2
| +2% | +$284 | ﹤0.01% | 705 |
|
2023
Q4 | $16.2K | Buy |
110
+2
| +2% | +$295 | ﹤0.01% | 687 |
|
2023
Q3 | $12.7K | Buy |
108
+94
| +671% | +$11K | ﹤0.01% | 668 |
|
2023
Q2 | $1.79K | Buy |
14
+8
| +133% | +$1.02K | ﹤0.01% | 1016 |
|
2023
Q1 | $600 | Hold |
6
| – | – | ﹤0.01% | 1171 |
|
2022
Q4 | $419 | Sell |
6
-78
| -93% | -$5.45K | ﹤0.01% | 1199 |
|
2022
Q3 | $7K | Buy |
84
+12
| +17% | +$1K | ﹤0.01% | 721 |
|
2022
Q2 | $6K | Buy |
72
+6
| +9% | +$500 | ﹤0.01% | 749 |
|
2022
Q1 | $7K | Sell |
66
-42
| -39% | -$4.46K | ﹤0.01% | 711 |
|
2021
Q4 | $10K | Sell |
108
-12
| -10% | -$1.11K | ﹤0.01% | 664 |
|
2021
Q3 | $10K | Sell |
120
-60
| -33% | -$5K | ﹤0.01% | 645 |
|
2021
Q2 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 654 |
|
2020
Q4 | $7K | Buy |
+120
| New | +$7K | ﹤0.01% | 603 |
|
2018
Q3 | – | Sell |
-42
| Closed | -$1K | – | 694 |
|
2018
Q2 | $1K | Sell |
42
-48
| -53% | -$1.14K | ﹤0.01% | 473 |
|
2018
Q1 | $2K | Sell |
90
-132
| -59% | -$2.93K | ﹤0.01% | 429 |
|
2017
Q4 | $5K | Hold |
222
| – | – | ﹤0.01% | 376 |
|
2017
Q3 | $5K | Hold |
222
| – | – | ﹤0.01% | 375 |
|
2017
Q2 | $5K | Hold |
222
| – | – | ﹤0.01% | 387 |
|
2017
Q1 | $4K | Hold |
222
| – | – | ﹤0.01% | 380 |
|
2016
Q4 | $5K | Buy |
+222
| New | +$5K | ﹤0.01% | 363 |
|