Avantax Advisory Services’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
Q2 | $10.9M | Buy |
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|
2025
Q1 | $8.09M | Buy |
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|
2024
Q4 | $7.94M | Buy |
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|
2024
Q3 | $6.98M | Sell |
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|
2024
Q2 | $7.14M | Buy |
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|
2024
Q1 | $2.93M | Buy |
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|
2023
Q4 | $2.68M | Buy |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $779K | Sell |
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|
2022
Q3 | $965K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $664K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $289K | Sell |
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|
2020
Q3 | $621K | Buy |
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|
2020
Q2 | $268K | Sell |
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|
2020
Q1 | $655K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $672K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.09M | Buy |
|