CPIA
Cornell Pochily Investment Advisors’s Palo Alto Networks PANW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.94M | Buy |
14,370
+747
| +5% | +$153K | 0.96% | 27 |
|
2025
Q1 | $2.32M | Buy |
13,623
+485
| +4% | +$82.8K | 0.82% | 35 |
|
2024
Q4 | $2.39M | Buy |
13,138
+6,568
| +100% | +$1.2M | 0.83% | 31 |
|
2024
Q3 | $2.25M | Buy |
6,570
+238
| +4% | +$81.3K | 0.78% | 34 |
|
2024
Q2 | $2.15M | Buy |
6,332
+156
| +3% | +$52.9K | 0.82% | 33 |
|
2024
Q1 | $1.75M | Sell |
6,176
-939
| -13% | -$267K | 0.7% | 40 |
|
2023
Q4 | $2.1M | Sell |
7,115
-31
| -0.4% | -$9.14K | 0.87% | 27 |
|
2023
Q3 | $1.68M | Buy |
7,146
+370
| +5% | +$86.7K | 0.73% | 38 |
|
2023
Q2 | $1.73M | Buy |
6,776
+122
| +2% | +$31.2K | 0.71% | 38 |
|
2023
Q1 | $1.33M | Buy |
6,654
+127
| +2% | +$25.4K | 0.57% | 57 |
|
2022
Q4 | $911K | Sell |
6,527
-39
| -0.6% | -$5.44K | 0.41% | 76 |
|
2022
Q3 | $1.08M | Buy |
6,566
+4,420
| +206% | +$724K | 0.47% | 62 |
|
2022
Q2 | $1.06M | Buy |
2,146
+254
| +13% | +$125K | 0.47% | 65 |
|
2022
Q1 | $1.18M | Buy |
1,892
+273
| +17% | +$170K | 0.46% | 69 |
|
2021
Q4 | $901K | Sell |
1,619
-35
| -2% | -$19.5K | 0.35% | 79 |
|
2021
Q3 | $792K | Buy |
1,654
+70
| +4% | +$33.5K | 0.34% | 82 |
|
2021
Q2 | $588K | Buy |
1,584
+180
| +13% | +$66.8K | 0.26% | 99 |
|
2021
Q1 | $452K | Sell |
1,404
-106
| -7% | -$34.1K | 0.22% | 100 |
|
2020
Q4 | $537K | Buy |
1,510
+186
| +14% | +$66.1K | 0.26% | 89 |
|
2020
Q3 | $324K | Buy |
1,324
+130
| +11% | +$31.8K | 0.19% | 109 |
|
2020
Q2 | $274K | Buy |
+1,194
| New | +$274K | 0.17% | 112 |
|