Atria Investments’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 | $10.8M | Sell |
52,871
-3,221
| -6% | -$659K | 0.13% | 175 |
|
|
2025
Q1 | $9.57M | Sell |
56,092
-4,220
| -7% | -$720K | 0.12% | 190 |
|
|
2024
Q4 | $11M | Sell |
60,312
-448
| -0.7% | -$81.5K | 0.14% | 172 |
|
|
2024
Q3 | $10.4M | Buy |
60,760
+5,216
| +9% | +$891K | 0.13% | 176 |
|
|
2024
Q2 | $9.41M | Sell |
55,544
-176
| -0.3% | -$29.8K | 0.12% | 183 |
|
|
2024
Q1 | $7.92M | Sell |
55,720
-11,980
| -18% | -$1.7M | 0.11% | 219 |
|
|
2023
Q4 | $9.98M | Buy |
67,700
+2,716
| +4% | +$400K | 0.15% | 157 |
|
|
2023
Q3 | $7.62M | Sell |
64,984
-1,836
| -3% | -$215K | 0.14% | 186 |
|
|
2023
Q2 | $8.54M | Sell |
66,820
-5,266
| -7% | -$673K | 0.15% | 155 |
|
|
2023
Q1 | $7.2M | Buy |
72,086
+10,792
| +18% | +$1.08M | 0.14% | 178 |
|
|
2022
Q4 | $4.28M | Sell |
61,294
-6,490
| -10% | -$453K | 0.09% | 284 |
|
|
2022
Q3 | $5.55M | Sell |
67,784
-640
| -0.9% | -$52.4K | 0.12% | 210 |
|
|
2022
Q2 | $5.63M | Buy |
68,424
+4,020
| +6% | +$331K | 0.12% | 212 |
|
|
2022
Q1 | $6.68M | Buy |
64,404
+6,864
| +12% | +$712K | 0.12% | 205 |
|
|
2021
Q4 | $5.34M | Buy |
57,540
+11,322
| +24% | +$1.05M | 0.1% | 260 |
|
|
2021
Q3 | $3.69M | Buy |
46,218
+1,206
| +3% | +$96.3K | 0.07% | 343 |
|
|
2021
Q2 | $2.78M | Buy |
45,012
+1,290
| +3% | +$79.8K | 0.05% | 397 |
|
|
2021
Q1 | $2.35M | Buy |
43,722
+1,848
| +4% | +$99.2K | 0.05% | 402 |
|
|
2020
Q4 | $2.48M | Sell |
41,874
-90
| -0.2% | -$5.33K | 0.06% | 353 |
|
|
2020
Q3 | $1.71M | Buy |
41,964
+6,540
| +18% | +$267K | 0.05% | 388 |
|
|
2020
Q2 | $1.36M | Buy |
+35,424
| New | +$1.36M | 0.05% | 410 |
|
|
2020
Q1 | – | Sell |
-25,218
| Closed | -$972K | – | 992 |
|
|
2019
Q4 | $972K | Buy |
25,218
+6,360
| +34% | +$245K | 0.03% | 539 |
|
|
2019
Q3 | $641K | Sell |
18,858
-444
| -2% | -$15.1K | 0.02% | 523 |
|
|
2019
Q2 | $704K | Sell |
19,302
-264
| -1% | -$9.63K | 0.03% | 495 |
|
|
2019
Q1 | $792K | Sell |
19,566
-2,130
| -10% | -$86.2K | 0.03% | 417 |
|
|
2018
Q4 | $681K | Buy |
21,696
+2,934
| +16% | +$92.1K | 0.03% | 405 |
|
|
2018
Q3 | $704K | Sell |
18,762
-972
| -5% | -$36.5K | 0.03% | 494 |
|
|
2018
Q2 | $676K | Buy |
19,734
+5,334
| +37% | +$183K | 0.03% | 481 |
|
|
2018
Q1 | $436K | Buy |
14,400
+1,350
| +10% | +$40.9K | 0.02% | 555 |
|
|
2017
Q4 | $315K | Buy |
13,050
+3,036
| +30% | +$73.3K | 0.02% | 628 |
|
|
2017
Q3 | $241K | Buy |
+10,014
| New | +$241K | 0.01% | 684 |
|