Capital Advisors Ltd’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 | $24K | Sell |
118
-34
| -22% | -$6.92K | ﹤0.01% | 598 |
|
|
2025
Q1 | $26K | Sell |
152
-4
| -3% | -$684 | ﹤0.01% | 576 |
|
|
2024
Q4 | $28K | Buy |
156
+2
| +1% | +$359 | ﹤0.01% | 564 |
|
|
2024
Q3 | $26K | Buy |
154
+82
| +114% | +$13.8K | ﹤0.01% | 572 |
|
|
2024
Q2 | $12K | Buy |
72
+60
| +500% | +$10K | ﹤0.01% | 718 |
|
|
2024
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1062 |
|
|
2023
Q2 | – | Sell |
-28
| Closed | -$3K | – | 1477 |
|
|
2023
Q1 | $3K | Sell |
28
-52
| -65% | -$5.57K | ﹤0.01% | 825 |
|
|
2022
Q4 | $6K | Buy |
80
+32
| +67% | +$2.4K | ﹤0.01% | 632 |
|
|
2022
Q3 | $4K | Buy |
48
+24
| +100% | +$2K | ﹤0.01% | 694 |
|
|
2022
Q2 | $2K | Buy |
24
+18
| +300% | +$1.5K | ﹤0.01% | 684 |
|
|
2022
Q1 | $1K | Sell |
6
-6
| -50% | -$1K | ﹤0.01% | 770 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 727 |
|
|
2021
Q2 | – | Sell |
-168
| Closed | -$9K | – | 487 |
|
|
2021
Q1 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 416 |
|
|
2020
Q1 | – | Sell |
-1,440
| Closed | -$56K | – | 470 |
|
|
2019
Q4 | $56K | Buy |
+1,440
| New | +$56K | 0.01% | 253 |
|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$49K | – | 461 |
|
|
2019
Q1 | $49K | Hold |
1,200
| – | – | 0.01% | 289 |
|
|
2018
Q4 | $38K | Hold |
1,200
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $45K | Hold |
1,200
| – | – | 0.01% | 317 |
|
|
2018
Q2 | $41K | Hold |
1,200
| – | – | 0.01% | 247 |
|
|
2018
Q1 | $36K | Hold |
1,200
| – | – | 0.01% | 246 |
|
|
2017
Q4 | $29K | Hold |
1,200
| – | – | 0.01% | 258 |
|
|
2017
Q3 | $29K | Hold |
1,200
| – | – | 0.01% | 254 |
|
|
2017
Q2 | $27K | Hold |
1,200
| – | – | 0.01% | 263 |
|
|
2017
Q1 | $23K | Hold |
1,200
| – | – | 0.01% | 250 |
|
|
2016
Q4 | $25K | Hold |
1,200
| – | – | 0.01% | 240 |
|
|
2016
Q3 | $32K | Hold |
1,200
| – | – | 0.01% | 226 |
|
|
2016
Q2 | $25K | Hold |
1,200
| – | – | 0.01% | 230 |
|
|
2016
Q1 | $33K | Buy |
+1,200
| New | +$33K | 0.02% | 213 |
|