Certified Advisory Corp’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 | $3.46M | Buy |
16,887
+727
| +4% | +$149K | 0.36% | 79 |
|
|
2025
Q1 | $2.76M | Buy |
16,160
+140
| +0.9% | +$23.9K | 0.31% | 88 |
|
|
2024
Q4 | $2.92M | Buy |
16,020
+226
| +1% | +$41.1K | 0.32% | 89 |
|
|
2024
Q3 | $2.7M | Sell |
15,794
-156
| -1% | -$26.7K | 0.3% | 89 |
|
|
2024
Q2 | $2.7M | Buy |
15,950
+190
| +1% | +$32.2K | 0.34% | 85 |
|
|
2024
Q1 | $2.24M | Buy |
15,760
+294
| +2% | +$41.8K | 0.31% | 93 |
|
|
2023
Q4 | $2.28M | Sell |
15,466
-470
| -3% | -$69.3K | 0.35% | 86 |
|
|
2023
Q3 | $1.87M | Sell |
15,936
-1,796
| -10% | -$211K | 0.34% | 85 |
|
|
2023
Q2 | $2.27M | Sell |
17,732
-230
| -1% | -$29.4K | 0.42% | 73 |
|
|
2023
Q1 | $1.79M | Sell |
17,962
-742
| -4% | -$74.1K | 0.32% | 89 |
|
|
2022
Q4 | $1.3M | Sell |
18,704
-1,708
| -8% | -$119K | 0.26% | 99 |
|
|
2022
Q3 | $1.67M | Buy |
20,412
+522
| +3% | +$42.8K | 0.38% | 74 |
|
|
2022
Q2 | $1.64M | Buy |
19,890
+2,400
| +14% | +$198K | 0.37% | 75 |
|
|
2022
Q1 | $1.82M | Buy |
17,490
+108
| +0.6% | +$11.2K | 0.39% | 73 |
|
|
2021
Q4 | $1.61M | Hold |
17,382
| – | – | 0.36% | 75 |
|
|
2021
Q3 | $1.39M | Buy |
17,382
+150
| +0.9% | +$12K | 0.34% | 73 |
|
|
2021
Q2 | $1.07M | Buy |
17,232
+1,002
| +6% | +$62K | 0.27% | 93 |
|
|
2021
Q1 | $871K | Buy |
+16,230
| New | +$871K | 0.23% | 99 |
|
|
2020
Q2 | $644K | Hold |
16,830
| – | – | 0.21% | 108 |
|
|
2020
Q1 | $460K | Buy |
16,830
+4,050
| +32% | +$111K | 0.18% | 111 |
|
|
2019
Q4 | $493K | Hold |
12,780
| – | – | 0.16% | 118 |
|
|
2019
Q3 | $434K | Hold |
12,780
| – | – | 0.15% | 120 |
|
|
2019
Q2 | $434K | Sell |
12,780
-600
| -4% | -$20.4K | 0.16% | 115 |
|
|
2019
Q1 | $542K | Buy |
13,380
+450
| +3% | +$18.2K | 0.23% | 93 |
|
|
2018
Q4 | $406K | Hold |
12,930
| – | – | 0.21% | 98 |
|
|
2018
Q3 | $485K | Buy |
12,930
+1,500
| +13% | +$56.3K | 0.22% | 93 |
|
|
2018
Q2 | $341K | Hold |
11,430
| – | – | 0.19% | 107 |
|
|
2018
Q1 | $345K | Buy |
11,430
+10,230
| +853% | +$309K | 0.2% | 106 |
|
|
2017
Q4 | $28K | Buy |
+1,200
| New | +$28K | 0.02% | 310 |
|