Benchmark 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
Q1 | $3.84M | Buy |
22,508
+5,465
| +32% | +$933K | 2.49% | 10 |
|
|
2024
Q4 | $3.1M | Buy |
17,043
+321
| +2% | +$58.4K | 2.02% | 13 |
|
|
2024
Q3 | $2.86M | Buy |
16,722
+176
| +1% | +$30.1K | 2.04% | 12 |
|
|
2024
Q2 | $2.8M | Buy |
16,546
+62
| +0.4% | +$10.5K | 2.03% | 14 |
|
|
2024
Q1 | $2.34M | Sell |
16,484
-856
| -5% | -$122K | 1.85% | 15 |
|
|
2023
Q4 | $2.56M | Buy |
17,340
+2,000
| +13% | +$295K | 2.37% | 7 |
|
|
2023
Q3 | $1.8M | Buy |
15,340
+868
| +6% | +$102K | 1.82% | 16 |
|
|
2023
Q2 | $1.85M | Buy |
14,472
+3,394
| +31% | +$434K | 1.71% | 19 |
|
|
2023
Q1 | $1.11M | Sell |
11,078
-1,130
| -9% | -$113K | 1.14% | 29 |
|
|
2022
Q4 | $852K | Sell |
12,208
-250
| -2% | -$17.4K | 0.9% | 39 |
|
|
2022
Q3 | $1.02M | Buy |
12,458
+332
| +3% | +$27.2K | 1.1% | 31 |
|
|
2022
Q2 | $998K | Sell |
12,126
-4,986
| -29% | -$410K | 1.04% | 32 |
|
|
2022
Q1 | $1.78M | Sell |
17,112
-246
| -1% | -$25.5K | 1.33% | 23 |
|
|
2021
Q4 | $1.61M | Buy |
+17,358
| New | +$1.61M | 1.33% | 24 |
|