Bell Investment 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 | $148K | Buy |
721
+165
| +30% | +$33.8K | 0.03% | 134 |
|
|
2025
Q1 | $94.9K | Buy |
556
+6
| +1% | +$1.02K | 0.02% | 149 |
|
|
2024
Q4 | $100K | Buy |
550
+2
| +0.4% | +$364 | 0.02% | 146 |
|
|
2024
Q3 | $93.7K | Buy |
548
+4
| +0.7% | +$684 | 0.02% | 150 |
|
|
2024
Q2 | $92.2K | Buy |
544
+16
| +3% | +$2.71K | 0.02% | 145 |
|
|
2024
Q1 | $75K | Buy |
528
+20
| +4% | +$2.84K | 0.01% | 164 |
|
|
2023
Q4 | $74.9K | Buy |
508
+8
| +2% | +$1.18K | 0.02% | 158 |
|
|
2023
Q3 | $58.6K | Sell |
500
-4
| -0.8% | -$469 | 0.01% | 168 |
|
|
2023
Q2 | $64.4K | Sell |
504
-6
| -1% | -$767 | 0.01% | 145 |
|
|
2023
Q1 | $50.9K | Buy |
510
+8
| +2% | +$799 | 0.01% | 161 |
|
|
2022
Q4 | $35K | Buy |
502
+4
| +0.8% | +$279 | 0.01% | 213 |
|
|
2022
Q3 | $41K | Buy |
498
+18
| +4% | +$1.48K | 0.01% | 157 |
|
|
2022
Q2 | $40K | Buy |
+480
| New | +$40K | 0.01% | 158 |
|
|
2021
Q4 | $46K | Buy |
498
+42
| +9% | +$3.88K | 0.01% | 170 |
|
|
2021
Q3 | $36K | Buy |
+456
| New | +$36K | 0.01% | 187 |
|