Chicago Trust’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 | $1.06M | Sell |
5,202
-33
| -0.6% | -$6.75K | 0.15% | 133 |
|
|
2025
Q1 | $893K | Sell |
5,235
-129
| -2% | -$22K | 0.16% | 133 |
|
|
2024
Q4 | $976K | Sell |
5,364
-416
| -7% | -$75.7K | 0.17% | 121 |
|
|
2024
Q3 | $988K | Sell |
5,780
-566
| -9% | -$96.7K | 0.17% | 123 |
|
|
2024
Q2 | $1.08M | Sell |
6,346
-432
| -6% | -$73.2K | 0.22% | 101 |
|
|
2024
Q1 | $963K | Buy |
6,778
+170
| +3% | +$24.2K | 0.2% | 115 |
|
|
2023
Q4 | $974K | Sell |
6,608
-240
| -4% | -$35.4K | 0.22% | 111 |
|
|
2023
Q3 | $803K | Buy |
6,848
+636
| +10% | +$74.6K | 0.2% | 124 |
|
|
2023
Q2 | $794K | Sell |
6,212
-106
| -2% | -$13.5K | 0.19% | 131 |
|
|
2023
Q1 | $631K | Buy |
6,318
+990
| +19% | +$98.9K | 0.16% | 150 |
|
|
2022
Q4 | $371K | Hold |
5,328
| – | – | 0.09% | 202 |
|
|
2022
Q3 | $437K | Sell |
5,328
-150
| -3% | -$12.3K | 0.11% | 180 |
|
|
2022
Q2 | $451K | Buy |
5,478
+396
| +8% | +$32.6K | 0.11% | 178 |
|
|
2022
Q1 | $527K | Sell |
5,082
-10,998
| -68% | -$1.14M | 0.11% | 182 |
|
|
2021
Q4 | $1.49M | Hold |
16,080
| – | – | 0.3% | 95 |
|
|
2021
Q3 | $1.28M | Buy |
+16,080
| New | +$1.28M | 0.28% | 96 |
|