BRWA
B. Riley Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
+62,908
| New | +$12.9M | 0.6% | 27 |
|
|
2024
Q4 | $14.5M | Buy |
79,609
+31,761
| +66% | +$5.78M | 0.47% | 35 |
|
|
2024
Q3 | $16.2M | Sell |
47,848
-8,247
| -15% | -$2.8M | 0.45% | 38 |
|
|
2024
Q2 | $19M | Buy |
56,095
+226
| +0.4% | +$76.6K | 0.48% | 28 |
|
|
2024
Q1 | $13.1M | Sell |
55,869
-441
| -0.8% | -$103K | 0.35% | 58 |
|
|
2023
Q4 | $16.6M | Buy |
56,310
+441
| +0.8% | +$130K | 0.45% | 36 |
|
|
2023
Q3 | $13.1M | Buy |
55,869
+7,230
| +15% | +$1.7M | 0.35% | 58 |
|
|
2023
Q2 | $12.4M | Buy |
48,639
+662
| +1% | +$169K | 0.28% | 73 |
|
|
2023
Q1 | $9.58M | Sell |
47,977
-1,779
| -4% | -$355K | 0.26% | 80 |
|
|
2022
Q4 | $6.94M | Buy |
49,756
+6,691
| +16% | +$934K | 0.19% | 120 |
|
|
2022
Q3 | $7.05M | Buy |
43,065
+32,013
| +290% | +$5.24M | 0.21% | 99 |
|
|
2022
Q2 | $5.46M | Buy |
11,052
+168
| +2% | +$83K | 0.23% | 100 |
|
|
2022
Q1 | $6.78M | Buy |
10,884
+628
| +6% | +$391K | 0.22% | 97 |
|
|
2021
Q4 | $5.71M | Buy |
10,256
+253
| +3% | +$141K | 0.16% | 131 |
|
|
2021
Q3 | $4.69M | Buy |
10,003
+825
| +9% | +$387K | 0.15% | 154 |
|
|
2021
Q2 | $3.39M | Buy |
9,178
+2,345
| +34% | +$867K | 0.11% | 212 |
|
|
2021
Q1 | $2.21M | Buy |
6,833
+4,062
| +147% | +$1.31M | 0.08% | 289 |
|
|
2020
Q4 | $986K | Sell |
2,771
-30,828
| -92% | -$11M | 0.05% | 336 |
|
|
2020
Q3 | $8.02M | Buy |
33,599
+18,352
| +120% | +$4.38M | 0.43% | 57 |
|
|
2020
Q2 | $3.5M | Buy |
15,247
+12,292
| +416% | +$2.82M | 0.23% | 105 |
|
|
2020
Q1 | $485K | Buy |
2,955
+467
| +19% | +$76.6K | 0.04% | 396 |
|
|
2019
Q4 | $577K | Buy |
2,488
+18
| +0.7% | +$4.17K | 0.05% | 388 |
|
|
2019
Q3 | $505K | Sell |
2,470
-1,109
| -31% | -$227K | 0.05% | 408 |
|
|
2019
Q2 | $732K | Buy |
3,579
+717
| +25% | +$147K | 0.08% | 261 |
|
|
2019
Q1 | $697K | Buy |
2,862
+535
| +23% | +$130K | 0.09% | 249 |
|
|
2018
Q4 | $440K | Sell |
2,327
-43
| -2% | -$8.13K | 0.06% | 333 |
|
|
2018
Q3 | $535K | Sell |
2,370
-309
| -12% | -$69.8K | 0.06% | 338 |
|
|
2018
Q2 | $551K | Buy |
2,679
+113
| +4% | +$23.2K | 0.07% | 300 |
|
|
2018
Q1 | $467K | Buy |
2,566
+481
| +23% | +$87.5K | 0.07% | 326 |
|
|
2017
Q4 | $303K | Sell |
2,085
-964
| -32% | -$140K | 0.04% | 443 |
|
|
2017
Q3 | $440K | Buy |
3,049
+230
| +8% | +$33.2K | 0.07% | 288 |
|
|
2017
Q2 | $378K | Buy |
2,819
+127
| +5% | +$17K | 0.07% | 309 |
|
|
2017
Q1 | $305K | Buy |
2,692
+760
| +39% | +$86.1K | 0.06% | 335 |
|
|
2016
Q4 | $242K | Sell |
1,932
-250
| -11% | -$31.3K | 0.05% | 399 |
|
|
2016
Q3 | $349K | Sell |
2,182
-1,151
| -35% | -$184K | 0.07% | 362 |
|
|
2016
Q2 | $409K | Buy |
3,333
+245
| +8% | +$30.1K | 0.08% | 305 |
|
|
2016
Q1 | $504K | Sell |
3,088
-1,346
| -30% | -$220K | 0.12% | 223 |
|
|
2015
Q4 | $782K | Buy |
4,434
+1,898
| +75% | +$335K | 0.16% | 168 |
|
|
2015
Q3 | $437K | Buy |
2,536
+789
| +45% | +$136K | 0.11% | 256 |
|
|
2015
Q2 | $306K | Buy |
1,747
+259
| +17% | +$45.4K | 0.08% | 327 |
|
|
2015
Q1 | $217K | Sell |
1,488
-1,993
| -57% | -$291K | 0.05% | 444 |
|
|
2014
Q4 | $2.36K | Sell |
3,481
-539
| -13% | -$365 | 0.05% | 503 |
|
|
2014
Q3 | $394K | Sell |
4,020
-3,080
| -43% | -$302K | 0.1% | 264 |
|
|
2014
Q2 | $298K | Buy |
7,100
+4,050
| +133% | +$170K | 0.07% | 319 |
|
|
2014
Q1 | $209K | Buy |
+3,050
| New | +$209K | 0.06% | 374 |
|