Avantax Advisory Services’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 | $10.9M | Buy |
53,145
+5,707
| +12% | +$1.17M | 0.06% | 256 |
|
|
2025
Q1 | $8.09M | Buy |
47,438
+3,798
| +9% | +$648K | 0.05% | 295 |
|
|
2024
Q4 | $7.94M | Buy |
43,640
+2,780
| +7% | +$506K | 0.05% | 281 |
|
|
2024
Q3 | $6.98M | Sell |
40,860
-1,246
| -3% | -$213K | 0.05% | 314 |
|
|
2024
Q2 | $7.14M | Buy |
42,106
+21,468
| +104% | +$3.64M | 0.05% | 279 |
|
|
2024
Q1 | $2.93M | Buy |
20,638
+2,458
| +14% | +$349K | 0.03% | 438 |
|
|
2023
Q4 | $2.68M | Buy |
18,180
+2,264
| +14% | +$334K | 0.03% | 427 |
|
|
2023
Q3 | $1.87M | Buy |
15,916
+542
| +4% | +$63.5K | 0.02% | 478 |
|
|
2023
Q2 | $1.96M | Buy |
15,374
+1,082
| +8% | +$138K | 0.02% | 460 |
|
|
2023
Q1 | $1.43M | Buy |
14,292
+3,130
| +28% | +$313K | 0.02% | 545 |
|
|
2022
Q4 | $779K | Sell |
11,162
-622
| -5% | -$43.4K | 0.01% | 710 |
|
|
2022
Q3 | $965K | Sell |
11,784
-444
| -4% | -$36.4K | 0.01% | 566 |
|
|
2022
Q2 | $1.01M | Sell |
12,228
-138
| -1% | -$11.4K | 0.02% | 547 |
|
|
2022
Q1 | $1.28M | Buy |
12,366
+126
| +1% | +$13K | 0.02% | 479 |
|
|
2021
Q4 | $1.14M | Buy |
12,240
+3,930
| +47% | +$365K | 0.02% | 504 |
|
|
2021
Q3 | $664K | Buy |
8,310
+1,830
| +28% | +$146K | 0.01% | 615 |
|
|
2021
Q2 | $402K | Buy |
6,480
+1,656
| +34% | +$103K | 0.01% | 785 |
|
|
2021
Q1 | $260K | Sell |
4,824
-90
| -2% | -$4.85K | 0.01% | 871 |
|
|
2020
Q4 | $289K | Sell |
4,914
-10,320
| -68% | -$607K | 0.01% | 739 |
|
|
2020
Q3 | $621K | Buy |
15,234
+8,250
| +118% | +$336K | 0.01% | 723 |
|
|
2020
Q2 | $268K | Sell |
6,984
-17,076
| -71% | -$655K | 0.01% | 687 |
|
|
2020
Q1 | $655K | Sell |
24,060
-2,100
| -8% | -$57.2K | 0.02% | 378 |
|
|
2019
Q4 | $1.01M | Buy |
26,160
+6,306
| +32% | +$242K | 0.02% | 334 |
|
|
2019
Q3 | $672K | Buy |
+19,854
| New | +$672K | 0.03% | 276 |
|
|
2019
Q2 | – | Sell |
-26,898
| Closed | -$1.09M | – | 539 |
|
|
2019
Q1 | $1.09M | Buy |
+26,898
| New | +$1.09M | 0.06% | 167 |
|