Capital Advisors Inc’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 | $52.4M | Buy |
256,105
+12,421
| +5% | +$2.54M | 0.94% | 40 |
|
|
2025
Q1 | $41.6M | Buy |
243,684
+45,210
| +23% | +$7.71M | 0.83% | 44 |
|
|
2024
Q4 | $36.1M | Buy |
198,474
+8,040
| +4% | +$1.46M | 0.72% | 55 |
|
|
2024
Q3 | $32.5M | Buy |
190,434
+188,374
| +9,144% | +$32.2M | 0.65% | 62 |
|
|
2024
Q2 | $349K | Buy |
2,060
+390
| +23% | +$66.1K | 0.01% | 234 |
|
|
2024
Q1 | $237K | Buy |
1,670
+44
| +3% | +$6.25K | 0.01% | 275 |
|
|
2023
Q4 | $240K | Sell |
1,626
-170
| -9% | -$25.1K | 0.01% | 260 |
|
|
2023
Q3 | $211K | Buy |
1,796
+200
| +13% | +$23.4K | 0.01% | 243 |
|
|
2023
Q2 | $204K | Buy |
+1,596
| New | +$204K | 0.01% | 261 |
|