Brown Shipley & Co’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 | $393K | Hold |
1,920
| – | – | 0.22% | 31 |
|
|
2025
Q1 | $328K | Hold |
1,920
| – | – | 0.19% | 31 |
|
|
2024
Q4 | $349K | Buy |
1,920
+820
| +75% | +$149K | 0.17% | 31 |
|
|
2024
Q3 | $188K | Hold |
1,100
| – | – | 0.09% | 40 |
|
|
2024
Q2 | $186K | Buy |
1,100
+14
| +1% | +$2.37K | 0.08% | 39 |
|
|
2024
Q1 | $152K | Sell |
1,086
-144
| -12% | -$20.1K | 0.05% | 61 |
|
|
2023
Q4 | $181K | Sell |
1,230
-180
| -13% | -$26.5K | 0.09% | 52 |
|
|
2023
Q3 | $165K | Buy |
1,410
+30
| +2% | +$3.52K | 0.09% | 57 |
|
|
2023
Q2 | $176K | Hold |
1,380
| – | – | 0.07% | 65 |
|
|
2023
Q1 | $134K | Buy |
+1,380
| New | +$134K | 0.09% | 61 |
|