Capital Analysts LLC’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 | $712K | Buy |
3,481
+26
| +0.8% | +$5.32K | 0.02% | 330 |
|
|
2025
Q1 | $590K | Buy |
3,455
+191
| +6% | +$32.6K | 0.02% | 339 |
|
|
2024
Q4 | $594K | Sell |
3,264
-50
| -2% | -$9.1K | 0.02% | 312 |
|
|
2024
Q3 | $566K | Buy |
3,314
+502
| +18% | +$85.7K | 0.02% | 311 |
|
|
2024
Q2 | $477K | Buy |
2,812
+114
| +4% | +$19.3K | 0.02% | 336 |
|
|
2024
Q1 | $383K | Buy |
2,698
+60
| +2% | +$8.52K | 0.02% | 347 |
|
|
2023
Q4 | $389K | Buy |
2,638
+1,730
| +191% | +$255K | 0.02% | 345 |
|
|
2023
Q3 | $106K | Buy |
+908
| New | +$106K | 0.01% | 471 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1046 |
|
|
2022
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1035 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1066 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 984 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 908 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 984 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 961 |
|
|
2021
Q2 | $1K | Sell |
12
-90
| -88% | -$7.5K | ﹤0.01% | 915 |
|
|
2021
Q1 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 877 |
|