Checchi Capital Advisers’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 | $640K | Buy |
3,129
+204
| +7% | +$41.7K | 0.04% | 284 |
|
|
2025
Q1 | $499K | Buy |
2,925
+168
| +6% | +$28.7K | 0.03% | 330 |
|
|
2024
Q4 | $502K | Buy |
2,757
+95
| +4% | +$17.3K | 0.03% | 322 |
|
|
2024
Q3 | $455K | Buy |
2,662
+156
| +6% | +$26.7K | 0.03% | 349 |
|
|
2024
Q2 | $425K | Buy |
2,506
+312
| +14% | +$52.9K | 0.02% | 353 |
|
|
2024
Q1 | $312K | Sell |
2,194
-102
| -4% | -$14.5K | 0.02% | 432 |
|
|
2023
Q4 | $339K | Buy |
2,296
+444
| +24% | +$65.5K | 0.03% | 396 |
|
|
2023
Q3 | $217K | Sell |
1,852
-354
| -16% | -$41.5K | 0.02% | 479 |
|
|
2023
Q2 | $282K | Buy |
+2,206
| New | +$282K | 0.03% | 443 |
|
|
2022
Q2 | – | Sell |
-2,130
| Closed | -$221K | – | 601 |
|
|
2022
Q1 | $221K | Buy |
+2,130
| New | +$221K | 0.02% | 490 |
|
|
2016
Q3 | – | Sell |
-6,930
| Closed | -$142K | – | 957 |
|
|
2016
Q2 | $142K | Buy |
6,930
+3,894
| +128% | +$79.8K | 0.02% | 435 |
|
|
2016
Q1 | $83K | Buy |
+3,036
| New | +$83K | 0.02% | 651 |
|