Ascent Wealth Partners’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.13M | Buy |
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|
2025
Q2 | $8.12M | Buy |
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|
2025
Q1 | $6.73M | Sell |
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|
2024
Q4 | $9.46M | Sell |
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|
2024
Q3 | $8.92M | Buy |
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|
2024
Q2 | $8.8M | Buy |
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|
2024
Q1 | $7.15M | Buy |
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|
2023
Q4 | $7.32M | Buy |
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|
2023
Q3 | $5.69M | Sell |
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|
2023
Q2 | $6.17M | Buy |
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|
2023
Q1 | $4.72M | Buy |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $3.73M | Sell |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $4.64M | Buy |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $3.49M | Sell |
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|
2021
Q2 | $2.71M | Sell |
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|
2021
Q1 | $2.43M | Sell |
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|
2020
Q4 | $2.69M | Sell |
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|
2020
Q3 | $1.94M | Buy |
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|
2020
Q2 | $1.8M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.67M | Sell |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $939K | Sell |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $920K | Sell |
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|
2017
Q4 | $745K | Buy |
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|
2017
Q3 | $722K | Buy |
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|
2017
Q2 | $666K | Buy |
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|
2017
Q1 | $455K | Buy |
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|
2016
Q4 | $504K | Buy |
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|
2016
Q3 | $509K | Buy |
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