Cerity Partners’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 | $179M | Buy |
873,126
+18,547
| +2% | +$3.8M | 0.32% | 59 |
|
|
2025
Q1 | $146M | Buy |
854,579
+35,181
| +4% | +$6M | 0.3% | 68 |
|
|
2024
Q4 | $153M | Sell |
819,398
-57,806
| -7% | -$10.8M | 0.33% | 61 |
|
|
2024
Q3 | $150M | Buy |
877,204
+58,244
| +7% | +$9.95M | 0.33% | 63 |
|
|
2024
Q2 | $139M | Buy |
818,960
+12,248
| +2% | +$2.08M | 0.37% | 54 |
|
|
2024
Q1 | $115M | Buy |
806,712
+131,236
| +19% | +$18.6M | 0.3% | 67 |
|
|
2023
Q4 | $99.6M | Buy |
675,476
+211,878
| +46% | +$31.2M | 0.33% | 65 |
|
|
2023
Q3 | $54.3M | Sell |
463,598
-11,730
| -2% | -$1.37M | 0.26% | 97 |
|
|
2023
Q2 | $60.7M | Buy |
475,328
+29,446
| +7% | +$3.76M | 0.24% | 97 |
|
|
2023
Q1 | $77.1M | Buy |
445,882
+12,296
| +3% | +$2.13M | 0.18% | 80 |
|
|
2022
Q4 | $30.3M | Buy |
433,586
+373,382
| +620% | +$26.1M | 0.19% | 117 |
|
|
2022
Q3 | $4.93M | Buy |
60,204
+5,364
| +10% | +$439K | 0.06% | 234 |
|
|
2022
Q2 | $4.46M | Buy |
54,840
+6,318
| +13% | +$514K | 0.05% | 262 |
|
|
2022
Q1 | $5.04M | Buy |
48,522
+16,326
| +51% | +$1.69M | 0.08% | 191 |
|
|
2021
Q4 | $2.99M | Buy |
32,196
+474
| +1% | +$44K | 0.05% | 260 |
|
|
2021
Q3 | $2.53M | Buy |
31,722
+2,484
| +8% | +$198K | 0.06% | 231 |
|
|
2021
Q2 | $1.81M | Buy |
29,238
+11,730
| +67% | +$725K | 0.04% | 280 |
|
|
2021
Q1 | $940K | Sell |
17,508
-990
| -5% | -$53.2K | 0.02% | 353 |
|
|
2020
Q4 | $1.1M | Sell |
18,498
-1,968
| -10% | -$117K | 0.04% | 292 |
|
|
2020
Q3 | $835K | Buy |
+20,466
| New | +$835K | 0.03% | 265 |
|
|
2019
Q2 | – | Sell |
-6,348
| Closed | -$257K | – | 561 |
|
|
2019
Q1 | $257K | Buy |
+6,348
| New | +$257K | 0.02% | 449 |
|
|
2018
Q4 | – | Sell |
-6,018
| Closed | -$226K | – | 544 |
|
|
2018
Q3 | $226K | Buy |
+6,018
| New | +$226K | 0.02% | 486 |
|