Cary Street Partners Investment Advisory’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 | $209K | Buy |
1,021
+130
| +15% | +$26.6K | 0.1% | 234 |
|
|
2025
Q1 | $152K | Buy |
891
+111
| +14% | +$18.9K | 0.09% | 253 |
|
|
2024
Q4 | $142K | Sell |
780
-17,966
| -96% | -$3.27M | 0.09% | 232 |
|
|
2024
Q3 | $3.2M | Buy |
18,746
+4,562
| +32% | +$780K | 0.12% | 193 |
|
|
2024
Q2 | $2.4M | Buy |
14,184
+86
| +0.6% | +$14.6K | 0.1% | 222 |
|
|
2024
Q1 | $2M | Buy |
14,098
+9,636
| +216% | +$1.37M | 0.08% | 242 |
|
|
2023
Q4 | $658K | Buy |
4,462
+792
| +22% | +$117K | 0.03% | 378 |
|
|
2023
Q3 | $430K | Buy |
3,670
+1,064
| +41% | +$125K | 0.02% | 419 |
|
|
2023
Q2 | $333K | Hold |
2,606
| – | – | 0.02% | 416 |
|
|
2023
Q1 | $260K | Sell |
2,606
-184
| -7% | -$18.4K | 0.02% | 426 |
|
|
2022
Q4 | $195K | Buy |
2,790
+348
| +14% | +$24.3K | 0.01% | 473 |
|
|
2022
Q3 | $200K | Buy |
2,442
+438
| +22% | +$35.9K | 0.02% | 452 |
|
|
2022
Q2 | $165K | Buy |
+2,004
| New | +$165K | 0.01% | 449 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$1K | – | 709 |
|
|
2020
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 953 |
|