Aspiriant LLC’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 | $511K | Buy |
2,497
+204
| +9% | +$41.7K | 0.02% | 193 |
|
|
2025
Q1 | $391K | Buy |
2,293
+233
| +11% | +$39.8K | 0.01% | 209 |
|
|
2024
Q4 | $375K | Buy |
2,060
+288
| +16% | +$52.4K | 0.01% | 214 |
|
|
2024
Q3 | $303K | Buy |
1,772
+4
| +0.2% | +$684 | 0.01% | 229 |
|
|
2024
Q2 | $300K | Sell |
1,768
-370
| -17% | -$62.7K | 0.01% | 229 |
|
|
2024
Q1 | $304K | Buy |
2,138
+20
| +0.9% | +$2.84K | 0.01% | 242 |
|
|
2023
Q4 | $312K | Buy |
2,118
+6
| +0.3% | +$885 | 0.01% | 233 |
|
|
2023
Q3 | $248K | Buy |
2,112
+6
| +0.3% | +$703 | 0.01% | 248 |
|
|
2023
Q2 | $269K | Sell |
2,106
-470
| -18% | -$60K | 0.01% | 239 |
|
|
2023
Q1 | $257K | Buy |
+2,576
| New | +$257K | 0.01% | 236 |
|
|
2022
Q4 | – | Sell |
-2,754
| Closed | -$225K | – | 287 |
|
|
2022
Q3 | $225K | Sell |
2,754
-42
| -2% | -$3.43K | 0.01% | 241 |
|
|
2022
Q2 | $230K | Sell |
2,796
-768
| -22% | -$63.2K | 0.01% | 246 |
|
|
2022
Q1 | $370K | Buy |
3,564
+678
| +23% | +$70.4K | 0.02% | 200 |
|
|
2021
Q4 | $268K | Buy |
2,886
+132
| +5% | +$12.3K | 0.01% | 239 |
|
|
2021
Q3 | $220K | Buy |
+2,754
| New | +$220K | 0.01% | 219 |
|