Concourse Financial Group Securities’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
Q1 | – | Sell |
-5,145
| Closed | -$966K | – | 5853 |
|
|
2024
Q4 | $966K | Buy |
5,145
+45
| +0.9% | +$8.45K | 0.05% | 335 |
|
|
2024
Q3 | $872K | Buy |
5,100
+446
| +10% | +$76.2K | 0.05% | 338 |
|
|
2024
Q2 | $789K | Sell |
4,654
-2,738
| -37% | -$464K | 0.05% | 345 |
|
|
2024
Q1 | $1.05M | Buy |
7,392
+3,694
| +100% | +$525K | 0.07% | 278 |
|
|
2023
Q4 | $545K | Sell |
3,698
-492
| -12% | -$72.5K | 0.04% | 419 |
|
|
2023
Q3 | $491K | Hold |
4,190
| – | – | 0.04% | 415 |
|
|
2023
Q2 | $535K | Sell |
4,190
-778
| -16% | -$99.4K | 0.04% | 422 |
|
|
2023
Q1 | $496K | Sell |
4,968
-1,762
| -26% | -$176K | 0.04% | 435 |
|
|
2022
Q4 | $470K | Buy |
6,730
+4,258
| +172% | +$297K | 0.04% | 425 |
|
|
2022
Q3 | $202K | Sell |
2,472
-456
| -16% | -$37.3K | 0.02% | 538 |
|
|
2022
Q2 | $241K | Buy |
2,928
+84
| +3% | +$6.91K | 0.02% | 557 |
|
|
2022
Q1 | $295K | Sell |
2,844
-1,848
| -39% | -$192K | 0.02% | 534 |
|
|
2021
Q4 | $435K | Sell |
4,692
-30
| -0.6% | -$2.78K | 0.02% | 514 |
|
|
2021
Q3 | $377K | Buy |
4,722
+714
| +18% | +$57K | 0.02% | 533 |
|
|
2021
Q2 | $248K | Sell |
4,008
-6
| -0.1% | -$371 | 0.02% | 648 |
|
|
2021
Q1 | $215K | Buy |
4,014
+444
| +12% | +$23.8K | 0.02% | 656 |
|
|
2020
Q4 | $211K | Buy |
3,570
+48
| +1% | +$2.84K | 0.02% | 617 |
|
|
2020
Q3 | $144K | Buy |
3,522
+108
| +3% | +$4.42K | 0.01% | 654 |
|
|
2020
Q2 | $131K | Sell |
3,414
-7,164
| -68% | -$275K | 0.01% | 633 |
|
|
2020
Q1 | $289K | Buy |
10,578
+2,298
| +28% | +$62.8K | 0.03% | 375 |
|
|
2019
Q4 | $319K | Buy |
8,280
+2,094
| +34% | +$80.7K | 0.03% | 386 |
|
|
2019
Q3 | $210K | Sell |
6,186
-564
| -8% | -$19.1K | 0.05% | 276 |
|
|
2019
Q2 | $229K | Buy |
6,750
+1,374
| +26% | +$46.6K | 0.02% | 434 |
|
|
2019
Q1 | $217K | Buy |
5,376
+1,860
| +53% | +$75.1K | 0.02% | 455 |
|
|
2018
Q4 | $110K | Buy |
3,516
+1,860
| +112% | +$58.2K | 0.01% | 608 |
|
|
2018
Q3 | $62K | Buy |
+1,656
| New | +$62K | 0.02% | 536 |
|