CIBC Private Wealth Group’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203M | Buy |
992,976
+5,848
| +0.6% | +$1.2M | 0.36% | 77 |
|
|
2025
Q1 | $151M | Sell |
987,128
-59,771
| -6% | -$9.12M | 0.32% | 87 |
|
|
2024
Q4 | $181M | Buy |
1,046,899
+314,302
| +43% | -$72.3M | 0.33% | 83 |
|
|
2024
Q3 | $250M | Buy |
732,597
+2,541
| +0.3% | +$869K | 0.45% | 63 |
|
|
2024
Q2 | $246M | Buy |
730,056
+12,931
| +2% | +$4.37M | 0.46% | 60 |
|
|
2024
Q1 | $200M | Sell |
717,125
-252,029
| -26% | -$70.4M | 0.39% | 74 |
|
|
2023
Q4 | $286M | Sell |
969,154
-60,961
| -6% | -$18M | 0.61% | 46 |
|
|
2023
Q3 | $242M | Sell |
1,030,115
-202,044
| -16% | -$47.4M | 0.57% | 52 |
|
|
2023
Q2 | $315M | Sell |
1,232,159
-59,145
| -5% | -$15.1M | 0.69% | 36 |
|
|
2023
Q1 | $216M | Buy |
1,291,304
+8,155
| +0.6% | +$1.37M | 0.48% | 58 |
|
|
2022
Q4 | $37.1M | Sell |
1,283,149
-139,006
| -10% | -$4.02M | 0.12% | 114 |
|
|
2022
Q3 | $233M | Buy |
1,422,155
+940,107
| +195% | -$3.93M | 0.63% | 46 |
|
|
2022
Q2 | $238M | Sell |
482,048
-28,856
| -6% | -$14.3M | 0.62% | 48 |
|
|
2022
Q1 | $318M | Buy |
510,904
+47,921
| +10% | +$29.8M | 0.69% | 42 |
|
|
2021
Q4 | $258M | Buy |
462,983
+141,612
| +44% | +$78.8M | 0.53% | 55 |
|
|
2021
Q3 | $154M | Buy |
321,371
+276,255
| +612% | +$132M | 0.36% | 78 |
|
|
2021
Q2 | $16.7M | Sell |
45,116
-2,278
| -5% | -$845K | 0.04% | 288 |
|
|
2021
Q1 | $15.3M | Buy |
47,394
+8,432
| +22% | +$2.72M | 0.04% | 290 |
|
|
2020
Q4 | $13.8M | Sell |
38,962
-268
| -0.7% | -$95.2K | 0.04% | 289 |
|
|
2020
Q3 | $9.6M | Buy |
+39,230
| New | +$9.6M | 0.03% | 300 |
|
|
2020
Q2 | – | Sell |
-28,642
| Closed | -$4.7M | – | 749 |
|
|
2020
Q1 | $4.7M | Sell |
28,642
-42,319
| -60% | -$6.94M | 0.02% | 324 |
|
|
2019
Q4 | $16.4M | Buy |
70,961
+15,820
| +29% | +$3.66M | 0.05% | 220 |
|
|
2019
Q3 | $11.2M | Buy |
55,141
+2,790
| +5% | +$569K | 0.04% | 264 |
|
|
2019
Q2 | $10.7M | Buy |
52,351
+46,248
| +758% | +$9.42M | 0.04% | 275 |
|
|
2019
Q1 | $1.48M | Buy |
+6,103
| New | +$1.48M | 0.01% | 519 |
|
|
2018
Q3 | – | Sell |
-515
| Closed | -$106K | – | 1482 |
|
|
2018
Q2 | $106K | Buy |
515
+495
| +2,475% | +$102K | ﹤0.01% | 1017 |
|
|
2018
Q1 | $4K | Sell |
20
-6
| -23% | -$1.2K | ﹤0.01% | 1708 |
|
|
2017
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1732 |
|