Canandaigua National Bank & Trust’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 | $667K | Sell |
3,261
-728
| -18% | -$149K | 0.06% | 220 |
|
2025
Q1 | $681K | Sell |
3,989
-114
| -3% | -$19.5K | 0.07% | 214 |
|
2024
Q4 | $747K | Sell |
4,103
-5
| -0.1% | -$910 | 0.07% | 202 |
|
2024
Q3 | $702K | Buy |
4,108
+670
| +19% | +$115K | 0.07% | 213 |
|
2024
Q2 | $583K | Buy |
3,438
+330
| +11% | +$55.9K | 0.06% | 197 |
|
2024
Q1 | $442K | Sell |
3,108
-2,842
| -48% | -$404K | 0.07% | 179 |
|
2023
Q4 | $877K | Buy |
5,950
+1,170
| +24% | +$173K | 0.14% | 144 |
|
2023
Q3 | $560K | Buy |
4,780
+470
| +11% | +$55.1K | 0.09% | 162 |
|
2023
Q2 | $551K | Sell |
4,310
-116
| -3% | -$14.8K | 0.09% | 166 |
|
2023
Q1 | $442K | Buy |
+4,426
| New | +$442K | 0.07% | 179 |
|