Beacon Investment 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 | $35.5M | Buy |
173,502
+64,937
| +60% | +$13.3M | 1.57% | 15 |
|
|
2025
Q1 | $18.5M | Buy |
108,565
+4,414
| +4% | +$753K | 0.87% | 39 |
|
|
2024
Q4 | $19M | Buy |
104,151
+3,433
| +3% | +$625K | 0.82% | 46 |
|
|
2024
Q3 | $17.2M | Buy |
100,718
+968
| +1% | +$165K | 0.72% | 47 |
|
|
2024
Q2 | $16.9M | Buy |
99,750
+2,608
| +3% | +$442K | 0.73% | 47 |
|
|
2024
Q1 | $13.8M | Buy |
97,142
+86,682
| +829% | +$12.3M | 0.6% | 53 |
|
|
2023
Q4 | $1.54M | Sell |
10,460
-644
| -6% | -$95K | 0.07% | 126 |
|
|
2023
Q3 | $1.3M | Sell |
11,104
-1,362
| -11% | -$160K | 0.06% | 136 |
|
|
2023
Q2 | $1.59M | Buy |
12,466
+54
| +0.4% | +$6.9K | 0.07% | 136 |
|
|
2023
Q1 | $1.24M | Buy |
12,412
+1,626
| +15% | +$162K | 0.06% | 140 |
|
|
2022
Q4 | $753K | Buy |
10,786
+6,304
| +141% | +$440K | 0.04% | 162 |
|
|
2022
Q3 | $367K | Buy |
4,482
+24
| +0.5% | +$1.97K | 0.02% | 209 |
|
|
2022
Q2 | $367K | Hold |
4,458
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $463K | Sell |
4,458
-6
| -0.1% | -$623 | 0.02% | 215 |
|
|
2021
Q4 | $414K | Buy |
4,464
+60
| +1% | +$5.57K | 0.02% | 230 |
|
|
2021
Q3 | $352K | Buy |
4,404
+12
| +0.3% | +$959 | 0.01% | 239 |
|
|
2021
Q2 | $272K | Buy |
+4,392
| New | +$272K | 0.01% | 269 |
|