Chicago Partners Investment Group’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 | $993K | Buy |
4,984
+969
| +24% | +$193K | 0.03% | 399 |
|
|
2025
Q1 | $755K | Sell |
4,015
-647
| -14% | -$122K | 0.03% | 421 |
|
|
2024
Q4 | $806K | Buy |
4,662
+470
| +11% | +$81.2K | 0.03% | 387 |
|
|
2024
Q3 | $751K | Buy |
4,192
+220
| +6% | +$39.4K | 0.03% | 391 |
|
|
2024
Q2 | $631K | Buy |
3,972
+328
| +9% | +$52.1K | 0.02% | 415 |
|
|
2024
Q1 | $535K | Buy |
3,644
+28
| +0.8% | +$4.11K | 0.02% | 426 |
|
|
2023
Q4 | $615K | Sell |
3,616
-120
| -3% | -$20.4K | 0.03% | 379 |
|
|
2023
Q3 | $460K | Buy |
3,736
+760
| +26% | +$93.5K | 0.02% | 425 |
|
|
2023
Q2 | $351K | Buy |
2,976
+766
| +35% | +$90.5K | 0.02% | 498 |
|
|
2023
Q1 | $212K | Buy |
+2,210
| New | +$212K | 0.01% | 599 |
|