Belpointe Asset Management’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 | $2.21M | Buy |
10,793
+5,515
| +104% | +$1.13M | 0.09% | 189 |
|
2025
Q1 | $901K | Buy |
5,278
+1,493
| +39% | +$255K | 0.05% | 361 |
|
2024
Q4 | $1.37M | Sell |
3,785
-2,187
| -37% | -$793K | 0.08% | 238 |
|
2024
Q3 | $1.02M | Sell |
5,972
-10,328
| -63% | -$1.77M | 0.06% | 309 |
|
2024
Q2 | $2.76M | Buy |
16,300
+7,950
| +95% | +$1.35M | 0.19% | 99 |
|
2024
Q1 | $1.19M | Sell |
8,350
-200
| -2% | -$28.4K | 0.09% | 224 |
|
2023
Q4 | $1.26M | Buy |
8,550
+2,198
| +35% | +$324K | 0.11% | 181 |
|
2023
Q3 | $745K | Sell |
6,352
-666
| -9% | -$78.1K | 0.08% | 252 |
|
2023
Q2 | $897K | Sell |
7,018
-13,698
| -66% | -$1.75M | 0.09% | 204 |
|
2023
Q1 | $2.07M | Sell |
20,716
-5,222
| -20% | -$522K | 0.11% | 195 |
|
2022
Q4 | $1.81M | Sell |
25,938
-7,290
| -22% | -$509K | 0.11% | 190 |
|
2022
Q3 | $2.72M | Sell |
33,228
-2,874
| -8% | -$235K | 0.18% | 109 |
|
2022
Q2 | $2.97M | Buy |
36,102
+7,116
| +25% | +$586K | 0.2% | 99 |
|
2022
Q1 | $3.01M | Buy |
28,986
+2,754
| +10% | +$286K | 0.18% | 110 |
|
2021
Q4 | $2.43M | Buy |
26,232
+1,608
| +7% | +$149K | 0.15% | 138 |
|
2021
Q3 | $1.97M | Sell |
24,624
-1,434
| -6% | -$114K | 0.13% | 161 |
|
2021
Q2 | $1.61M | Buy |
26,058
+3,522
| +16% | +$218K | 0.12% | 194 |
|
2021
Q1 | $1.21M | Sell |
22,536
-5,562
| -20% | -$298K | 0.1% | 214 |
|
2020
Q4 | $1.67M | Buy |
28,098
+23,622
| +528% | +$1.4M | 0.15% | 151 |
|
2020
Q3 | $183K | Buy |
4,476
+42
| +0.9% | +$1.72K | 0.02% | 579 |
|
2020
Q2 | $170K | Buy |
4,434
+510
| +13% | +$19.6K | 0.02% | 571 |
|
2020
Q1 | $107K | Sell |
3,924
-13,170
| -77% | -$359K | 0.02% | 596 |
|
2019
Q4 | $659K | Buy |
17,094
+1,074
| +7% | +$41.4K | 0.08% | 261 |
|
2019
Q3 | $544K | Sell |
16,020
-1,350
| -8% | -$45.8K | 0.09% | 252 |
|
2019
Q2 | $590K | Sell |
17,370
-7,986
| -31% | -$271K | 0.12% | 191 |
|
2019
Q1 | $1.03M | Buy |
25,356
+20,766
| +452% | +$840K | 0.2% | 81 |
|
2018
Q4 | $144K | Buy |
4,590
+1,128
| +33% | +$35.4K | 0.04% | 403 |
|
2018
Q3 | $130K | Buy |
+3,462
| New | +$130K | 0.02% | 573 |
|