Charles Schwab’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
$916M Buy
4,476,638
+54,601
+1% +$11.2M 0.16% 108
2025
Q1
$755M Buy
4,422,037
+219,111
+5% +$37.4M 0.14% 128
2024
Q4
$765M Buy
4,202,926
+192,604
+5% +$35M 0.14% 120
2024
Q3
$685M Buy
4,010,322
+63,190
+2% +$10.8M 0.13% 134
2024
Q2
$669M Buy
3,947,132
+206,312
+6% +$35M 0.13% 141
2024
Q1
$531M Buy
3,740,820
+246,878
+7% +$35.1M 0.12% 144
2023
Q4
$515M Buy
3,493,942
+168,302
+5% +$24.8M 0.13% 132
2023
Q3
$390M Buy
3,325,640
+73,718
+2% +$8.64M 0.11% 153
2023
Q2
$415M Buy
3,251,922
+1,223,216
+60% +$156M 0.12% 143
2023
Q1
$203M Buy
2,028,706
+47,748
+2% +$4.77M 0.06% 277
2022
Q4
$138M Buy
1,980,958
+64,342
+3% +$4.49M 0.04% 370
2022
Q3
$157M Buy
1,916,616
+43,602
+2% +$3.57M 0.06% 312
2022
Q2
$154M Sell
1,873,014
-52,344
-3% -$4.31M 0.05% 321
2022
Q1
$200M Sell
1,925,358
-41,556
-2% -$4.31M 0.06% 293
2021
Q4
$183M Buy
1,966,914
+114,048
+6% +$10.6M 0.05% 322
2021
Q3
$148M Buy
1,852,866
+50,196
+3% +$4.01M 0.05% 351
2021
Q2
$111M Buy
1,802,670
+52,824
+3% +$3.27M 0.04% 450
2021
Q1
$93.9M Buy
1,749,846
+57,816
+3% +$3.1M 0.03% 480
2020
Q4
$100M Buy
1,692,030
+22,824
+1% +$1.35M 0.04% 419
2020
Q3
$68.1M Buy
1,669,206
+72,978
+5% +$2.98M 0.03% 489
2020
Q2
$61.1M Buy
1,596,228
+27,390
+2% +$1.05M 0.03% 540
2020
Q1
$42.9M Buy
1,568,838
+42,648
+3% +$1.17M 0.03% 590
2019
Q4
$58.8M Buy
1,526,190
+55,836
+4% +$2.15M 0.03% 538
2019
Q3
$50M Buy
1,470,354
+59,526
+4% +$2.02M 0.03% 575
2019
Q2
$47.9M Buy
1,410,828
+86,928
+7% +$2.95M 0.03% 587
2019
Q1
$53.6M Buy
1,323,900
+55,956
+4% +$2.27M 0.03% 516
2018
Q4
$39.8M Buy
1,267,944
+45,750
+4% +$1.44M 0.03% 565
2018
Q3
$45.9M Buy
1,222,194
+43,524
+4% +$1.63M 0.03% 571
2018
Q2
$40.4M Buy
1,178,670
+103,404
+10% +$3.54M 0.03% 607
2018
Q1
$32.5M Buy
1,075,266
+60,264
+6% +$1.82M 0.03% 693
2017
Q4
$24.5M Buy
1,015,002
+46,038
+5% +$1.11M 0.02% 847
2017
Q3
$23.3M Buy
968,964
+45,936
+5% +$1.1M 0.02% 812
2017
Q2
$20.6M Buy
923,028
+68,928
+8% +$1.54M 0.02% 836
2017
Q1
$16M Buy
854,100
+60,288
+8% +$1.13M 0.02% 968
2016
Q4
$16.5M Buy
793,812
+46,776
+6% +$975K 0.02% 881
2016
Q3
$19.8M Buy
747,036
+119,118
+19% +$3.16M 0.02% 685
2016
Q2
$12.8M Buy
627,918
+26,784
+4% +$547K 0.02% 903
2016
Q1
$16.3M Buy
601,134
+43,734
+8% +$1.19M 0.02% 735
2015
Q4
$16.4M Buy
557,400
+41,598
+8% +$1.22M 0.02% 697
2015
Q3
$14.8M Sell
515,802
-530,430
-51% -$15.2M 0.02% 708
2015
Q2
$30.5M Buy
1,046,232
+99,768
+11% +$2.9M 0.04% 425
2015
Q1
$23M Buy
946,464
+109,782
+13% +$2.67M 0.03% 502
2014
Q4
$17.1M Buy
836,682
+85,158
+11% +$1.74M 0.03% 575
2014
Q3
$12.3M Buy
751,524
+216,654
+41% +$3.54M 0.02% 672
2014
Q2
$7.48M Buy
534,870
+6,840
+1% +$95.6K 0.01% 1069
2014
Q1
$6.04M Buy
528,030
+68,244
+15% +$780K 0.01% 1183
2013
Q4
$4.4M Buy
459,786
+52,260
+13% +$501K 0.01% 1370
2013
Q3
$3.06M Buy
407,526
+209,274
+106% +$1.57M 0.01% 1561
2013
Q2
$1.4M Buy
+198,252
New +$1.4M ﹤0.01% 1966