CA
Clearstead Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Buy |
115,152
+7,742
| +7% | +$1.58M | 0.33% | 61 |
|
|
2025
Q1 | $18.3M | Buy |
107,410
+1,023
| +1% | +$175K | 0.28% | 80 |
|
|
2024
Q4 | $19.4M | Buy |
106,387
+55,481
| +109% | +$10.1M | 0.29% | 80 |
|
|
2024
Q3 | $17.4M | Buy |
50,906
+1,658
| +3% | +$567K | 0.27% | 82 |
|
|
2024
Q2 | $16.7M | Buy |
49,248
+37,497
| +319% | +$12.7M | 0.28% | 79 |
|
|
2024
Q1 | $3.55M | Buy |
11,751
+1,853
| +19% | +$560K | 0.18% | 102 |
|
|
2023
Q4 | $2.92M | Sell |
9,898
-9,774
| -50% | -$2.88M | 0.15% | 117 |
|
|
2023
Q3 | $4.61M | Buy |
19,672
+9,782
| +99% | +$2.29M | 0.13% | 126 |
|
|
2023
Q2 | $2.53M | Buy |
9,890
+896
| +10% | +$229K | 0.15% | 114 |
|
|
2023
Q1 | $1.8M | Sell |
8,994
-496
| -5% | -$99.1K | 0.13% | 134 |
|
|
2022
Q4 | $1.32M | Sell |
9,490
-71
| -0.7% | -$9.91K | 0.1% | 152 |
|
|
2022
Q3 | $1.57M | Buy |
9,561
+6,665
| +230% | +$1.09M | 0.14% | 129 |
|
|
2022
Q2 | $1.43M | Buy |
2,896
+810
| +39% | +$400K | 0.11% | 142 |
|
|
2022
Q1 | $1.3M | Buy |
2,086
+288
| +16% | +$179K | 0.09% | 157 |
|
|
2021
Q4 | $1M | Buy |
1,798
+253
| +16% | +$141K | 0.07% | 180 |
|
|
2021
Q3 | $740K | Buy |
1,545
+79
| +5% | +$37.8K | 0.06% | 200 |
|
|
2021
Q2 | $544K | Hold |
1,466
| – | – | 0.04% | 215 |
|
|
2021
Q1 | $472K | Buy |
1,466
+62
| +4% | +$20K | 0.04% | 223 |
|
|
2020
Q4 | $499K | Buy |
1,404
+4
| +0.3% | +$1.42K | 0.05% | 205 |
|
|
2020
Q3 | $343K | Hold |
1,400
| – | – | 0.04% | 225 |
|
|
2020
Q2 | $322K | Buy |
1,400
+1,200
| +600% | +$276K | 0.04% | 219 |
|
|
2020
Q1 | $33K | Buy |
+200
| New | +$33K | ﹤0.01% | 452 |
|