AWA
Arete Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,822
| Closed | -$1.97M | – | 787 |
|
|
2024
Q4 | $1.97M | Buy |
10,822
+7,191
| +198% | +$1.31M | 0.14% | 143 |
|
|
2024
Q3 | $1.24M | Sell |
3,631
-1,257
| -26% | -$429K | 0.11% | 188 |
|
|
2024
Q2 | $1.65M | Buy |
+4,888
| New | +$1.65M | 0.14% | 151 |
|
|
2024
Q1 | – | Sell |
-3,461
| Closed | -$1.02M | – | 629 |
|
|
2023
Q4 | $1.02M | Buy |
3,461
+974
| +39% | +$287K | 0.08% | 248 |
|
|
2023
Q3 | $583K | Buy |
2,487
+438
| +21% | +$103K | 0.1% | 211 |
|
|
2023
Q2 | $524K | Buy |
2,049
+128
| +7% | +$32.7K | 0.05% | 349 |
|
|
2023
Q1 | $384K | Buy |
1,921
+335
| +21% | +$67K | 0.03% | 406 |
|
|
2022
Q4 | $221M | Buy |
1,586
+44
| +3% | +$6.14M | 0.02% | 536 |
|
|
2022
Q3 | $253K | Buy |
1,542
+975
| +172% | +$160K | 0.02% | 450 |
|
|
2022
Q2 | $281K | Buy |
567
+64
| +13% | +$31.7K | 0.03% | 349 |
|
|
2022
Q1 | $313K | Buy |
503
+42
| +9% | +$26.1K | 0.03% | 366 |
|
|
2021
Q4 | $256K | Sell |
461
-265
| -37% | -$147K | 0.02% | 419 |
|
|
2021
Q3 | $348K | Buy |
+726
| New | +$348K | 0.04% | 305 |
|
|
2016
Q2 | – | Sell |
-21,845
| Closed | -$3.56M | – | 162 |
|
|
2016
Q1 | $3.56M | Buy |
+21,845
| New | +$3.56M | 2.13% | 9 |
|