Cherry Creek Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
1,489
-3
| -0.2% | -$614 | 0.14% | 88 |
|
|
2025
Q1 | $255K | Buy |
1,492
+80
| +6% | +$13.7K | 0.13% | 92 |
|
|
2024
Q4 | $257K | Buy |
1,412
+6
| +0.4% | +$1.09K | 0.13% | 92 |
|
|
2024
Q3 | $240K | Hold |
1,406
| – | – | 0.12% | 93 |
|
|
2024
Q2 | $238K | Sell |
1,406
-568
| -29% | -$96.3K | 0.12% | 92 |
|
|
2024
Q1 | $280K | Hold |
1,974
| – | – | 0.15% | 85 |
|
|
2023
Q4 | $291K | Buy |
1,974
+32
| +2% | +$4.72K | 0.18% | 75 |
|
|
2023
Q3 | $228K | Buy |
+1,942
| New | +$228K | 0.15% | 77 |
|