Beacon Pointe Advisors’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 | $41M | Buy |
200,271
+4,166
| +2% | +$853K | 0.43% | 44 |
|
|
2025
Q1 | $33.5M | Sell |
196,105
-1,404
| -0.7% | -$240K | 0.38% | 52 |
|
|
2024
Q4 | $35.9M | Sell |
197,509
-3,285
| -2% | -$598K | 0.4% | 49 |
|
|
2024
Q3 | $34.3M | Sell |
200,794
-6,704
| -3% | -$1.15M | 0.4% | 53 |
|
|
2024
Q2 | $35.2M | Sell |
207,498
-6,536
| -3% | -$1.11M | 0.42% | 51 |
|
|
2024
Q1 | $30.4M | Sell |
214,034
-10,046
| -4% | -$1.43M | 0.34% | 61 |
|
|
2023
Q4 | $33M | Buy |
224,080
+53,534
| +31% | +$7.89M | 0.39% | 49 |
|
|
2023
Q3 | $20M | Buy |
170,546
+115,264
| +209% | +$13.5M | 0.25% | 99 |
|
|
2023
Q2 | $7.06M | Buy |
55,282
+1,692
| +3% | +$216K | 0.12% | 166 |
|
|
2023
Q1 | $5.35M | Sell |
53,590
-12,044
| -18% | -$1.2M | 0.09% | 201 |
|
|
2022
Q4 | $4.58M | Buy |
65,634
+3,316
| +5% | +$231K | 0.09% | 205 |
|
|
2022
Q3 | $5.1M | Sell |
62,318
-4,678
| -7% | -$383K | 0.11% | 172 |
|
|
2022
Q2 | $5.51M | Sell |
66,996
-7,848
| -10% | -$645K | 0.12% | 172 |
|
|
2022
Q1 | $7.77M | Buy |
74,844
+16,206
| +28% | +$1.68M | 0.11% | 192 |
|
|
2021
Q4 | $5.44M | Sell |
58,638
-12,954
| -18% | -$1.2M | 0.14% | 135 |
|
|
2021
Q3 | $5.72M | Buy |
71,592
+38,922
| +119% | +$3.11M | 0.14% | 154 |
|
|
2021
Q2 | $2.02M | Buy |
+32,670
| New | +$2.02M | 0.07% | 219 |
|