Caldwell Trust’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
14,989
-106
|
|
||||
|
2025
Q1 | $2.58M | Buy |
15,095
+1,040
|
|
||||
|
2024
Q4 | $2.56M | Sell |
14,055
-2,267
|
|
||||
|
2024
Q3 | $2.79M | Buy |
16,322
+276
|
|
||||
|
2024
Q2 | $2.72M | Buy |
16,046
+1,022
|
|
||||
|
2024
Q1 | $2.13M | Buy |
15,024
+2,346
|
|
||||
|
2023
Q4 | $1.87M | Buy |
12,678
+514
|
|
||||
|
2023
Q3 | $1.43M | Sell |
12,164
-208
|
|
||||
|
2023
Q2 | $1.58M | Buy |
12,372
+786
|
|
||||
|
2023
Q1 | $1.16M | Sell |
11,586
-518
|
|
||||
|
2022
Q4 | $844K | Buy |
12,104
+96
|
|
||||
|
2022
Q3 | $983K | Buy |
12,008
+878
|
|
||||
|
2022
Q2 | $916K | Buy |
11,130
+546
|
|
||||
|
2022
Q1 | $1.1M | Buy |
10,584
+348
|
|
||||
|
2021
Q4 | $950K | Buy |
10,236
+1,770
|
|
||||
|
2021
Q3 | $676K | Buy |
8,466
+2,754
|
|
||||
|
2021
Q2 | $353K | Buy |
5,712
+1,638
|
|
||||
|
2021
Q1 | $219K | Buy |
4,074
+900
|
|
||||
|
2020
Q4 | $188K | Hold |
3,174
|
|
||||
|
2020
Q3 | $129K | Sell |
3,174
-198
|
|
||||
|
2020
Q2 | $129K | Hold |
3,372
|
|
||||
|
2020
Q1 | $92.1K | Sell |
3,372
-30
|
|
||||
|
2019
Q4 | $131K | Buy |
+3,402
|
|