Cetera Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $12.4M | Buy |
87,412
+46,164
| +112% | +$6.56M | 0.1% | 202 |
|
|
2023
Q4 | $6.08M | Buy |
41,248
+7,972
| +24% | +$1.18M | 0.08% | 228 |
|
|
2023
Q3 | $3.9M | Buy |
33,276
+12,142
| +57% | +$1.42M | 0.06% | 306 |
|
|
2023
Q2 | $2.7M | Sell |
21,134
-272
| -1% | -$34.7K | 0.04% | 376 |
|
|
2023
Q1 | $2.14M | Buy |
21,406
+1,480
| +7% | +$148K | 0.04% | 423 |
|
|
2022
Q4 | $1.39M | Buy |
19,926
+6,154
| +45% | +$429K | 0.03% | 555 |
|
|
2022
Q3 | $1.13M | Buy |
13,772
+836
| +6% | +$68.5K | 0.03% | 490 |
|
|
2022
Q2 | $1.07M | Buy |
12,936
+3,768
| +41% | +$310K | 0.02% | 548 |
|
|
2022
Q1 | $951K | Sell |
9,168
-1,140
| -11% | -$118K | 0.02% | 632 |
|
|
2021
Q4 | $957K | Sell |
10,308
-1,272
| -11% | -$118K | 0.02% | 622 |
|
|
2021
Q3 | $924K | Buy |
11,580
+714
| +7% | +$57K | 0.02% | 633 |
|
|
2021
Q2 | $672K | Sell |
10,866
-348
| -3% | -$21.5K | 0.02% | 693 |
|
|
2021
Q1 | $602K | Buy |
11,214
+1,812
| +19% | +$97.3K | 0.02% | 668 |
|
|
2020
Q4 | $557K | Buy |
9,402
+234
| +3% | +$13.9K | 0.02% | 602 |
|
|
2020
Q3 | $374K | Buy |
9,168
+2,640
| +40% | +$108K | 0.01% | 659 |
|
|
2020
Q2 | $250K | Sell |
6,528
-4,404
| -40% | -$169K | 0.01% | 764 |
|
|
2020
Q1 | $299K | Buy |
10,932
+2,286
| +26% | +$62.5K | 0.02% | 597 |
|
|
2019
Q4 | $334K | Buy |
8,646
+240
| +3% | +$9.27K | 0.01% | 680 |
|
|
2019
Q3 | $283K | Buy |
8,406
+2,058
| +32% | +$69.3K | 0.01% | 702 |
|
|
2019
Q2 | $214K | Buy |
+6,348
| New | +$214K | 0.01% | 835 |
|
|
2018
Q4 | – | Sell |
-13,530
| Closed | -$512K | – | 931 |
|
|
2018
Q3 | $512K | Sell |
13,530
-354
| -3% | -$13.4K | 0.03% | 552 |
|
|
2018
Q2 | $475K | Buy |
+13,884
| New | +$475K | 0.03% | 514 |
|
|
2016
Q2 | – | Sell |
-8,598
| Closed | -$234K | – | 808 |
|
|
2016
Q1 | $234K | Hold |
8,598
| – | – | 0.02% | 591 |
|
|
2015
Q4 | $252K | Buy |
+8,598
| New | +$252K | 0.02% | 586 |
|