BOK Financial Private Wealth’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 | $4.1M | Sell |
20,033
-2,222
| -10% | -$455K | 0.27% | 39 |
|
|
2025
Q1 | $3.8M | Sell |
22,255
-1,133
| -5% | -$193K | 0.29% | 38 |
|
|
2024
Q4 | $4.26M | Sell |
23,388
-1,962
| -8% | -$357K | 0.31% | 35 |
|
|
2024
Q3 | $4.33M | Sell |
25,350
-2,550
| -9% | -$436K | 0.31% | 37 |
|
|
2024
Q2 | $4.73M | Sell |
27,900
-170
| -0.6% | -$28.8K | 0.34% | 37 |
|
|
2024
Q1 | $3.99M | Sell |
28,070
-1,524
| -5% | -$217K | 0.3% | 38 |
|
|
2023
Q4 | $4.36M | Sell |
29,594
-5,510
| -16% | -$812K | 0.35% | 37 |
|
|
2023
Q3 | $4.11M | Sell |
35,104
-11,772
| -25% | -$1.38M | 0.36% | 40 |
|
|
2023
Q2 | $5.99M | Sell |
46,876
-6,398
| -12% | -$817K | 0.49% | 29 |
|
|
2023
Q1 | $5.32M | Buy |
53,274
+100
| +0.2% | +$9.99K | 0.43% | 33 |
|
|
2022
Q4 | $3.71M | Sell |
53,174
-6
| -0% | -$419 | 0.31% | 47 |
|
|
2022
Q3 | $4.36M | Sell |
53,180
-364
| -0.7% | -$29.8K | 0.39% | 39 |
|
|
2022
Q2 | $4.41M | Buy |
53,544
+666
| +1% | +$54.8K | 0.39% | 38 |
|
|
2022
Q1 | $5.49M | Buy |
52,878
+1,266
| +2% | +$131K | 0.39% | 42 |
|
|
2021
Q4 | $4.79M | Sell |
51,612
-402
| -0.8% | -$37.3K | 0.33% | 45 |
|
|
2021
Q3 | $4.15M | Buy |
52,014
+3,012
| +6% | +$240K | 0.33% | 47 |
|
|
2021
Q2 | $3.03M | Buy |
49,002
+1,128
| +2% | +$69.7K | 0.25% | 68 |
|
|
2021
Q1 | $2.57M | Buy |
47,874
+852
| +2% | +$45.7K | 0.23% | 71 |
|
|
2020
Q4 | $2.79M | Sell |
47,022
-1,782
| -4% | -$106K | 0.27% | 66 |
|
|
2020
Q3 | $1.99M | Buy |
+48,804
| New | +$1.99M | 0.21% | 76 |
|