Creative Planning’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 | $37.6M | Sell |
183,729
-2,599
| -1% | -$532K | 0.03% | 223 |
|
|
2025
Q1 | $31.8M | Buy |
186,328
+12,737
| +7% | +$2.17M | 0.03% | 233 |
|
|
2024
Q4 | $31.6M | Sell |
173,591
-24,815
| -13% | -$4.52M | 0.03% | 213 |
|
|
2024
Q3 | $33.9M | Buy |
198,406
+366
| +0.2% | +$62.6K | 0.03% | 195 |
|
|
2024
Q2 | $33.6M | Buy |
198,040
+10,754
| +6% | +$1.82M | 0.04% | 191 |
|
|
2024
Q1 | $26.6M | Buy |
187,286
+79,990
| +75% | +$11.4M | 0.03% | 215 |
|
|
2023
Q4 | $15.8M | Buy |
107,296
+15,556
| +17% | +$2.29M | 0.03% | 290 |
|
|
2023
Q3 | $10.8M | Buy |
91,740
+16,118
| +21% | +$1.89M | 0.01% | 342 |
|
|
2023
Q2 | $9.66M | Sell |
75,622
-4,588
| -6% | -$586K | 0.01% | 354 |
|
|
2023
Q1 | $8.01M | Buy |
80,210
+3,884
| +5% | +$388K | 0.01% | 384 |
|
|
2022
Q4 | $5.33M | Sell |
76,326
-6,678
| -8% | -$466K | 0.01% | 476 |
|
|
2022
Q3 | $6.8M | Sell |
83,004
-1,980
| -2% | -$162K | 0.01% | 376 |
|
|
2022
Q2 | $7M | Buy |
84,984
+8,358
| +11% | +$688K | 0.01% | 382 |
|
|
2022
Q1 | $7.95M | Sell |
76,626
-8,808
| -10% | -$914K | 0.01% | 358 |
|
|
2021
Q4 | $7.93M | Buy |
85,434
+11,130
| +15% | +$1.03M | 0.01% | 327 |
|
|
2021
Q3 | $5.93M | Buy |
74,304
+4,776
| +7% | +$381K | 0.01% | 376 |
|
|
2021
Q2 | $4.3M | Sell |
69,528
-6,708
| -9% | -$415K | 0.01% | 447 |
|
|
2021
Q1 | $4.09M | Sell |
76,236
-2,214
| -3% | -$119K | 0.01% | 459 |
|
|
2020
Q4 | $4.65M | Buy |
78,450
+18,978
| +32% | +$1.12M | 0.01% | 389 |
|
|
2020
Q3 | $2.43M | Buy |
59,472
+3,978
| +7% | +$162K | 0.01% | 488 |
|
|
2020
Q2 | $2.12M | Buy |
55,494
+2,280
| +4% | +$87.3K | 0.01% | 469 |
|
|
2020
Q1 | $1.45M | Buy |
53,214
+36
| +0.1% | +$984 | 0.01% | 520 |
|
|
2019
Q4 | $2.05M | Sell |
53,178
-7,788
| -13% | -$300K | 0.01% | 508 |
|
|
2019
Q3 | $2.07M | Buy |
60,966
+996
| +2% | +$33.8K | 0.01% | 478 |
|
|
2019
Q2 | $2.04M | Buy |
59,970
+25,002
| +71% | +$849K | 0.01% | 488 |
|
|
2019
Q1 | $1.42M | Buy |
34,968
+2,232
| +7% | +$90.4K | 0.01% | 590 |
|
|
2018
Q4 | $1.03M | Buy |
32,736
+3,498
| +12% | +$110K | ﹤0.01% | 650 |
|
|
2018
Q3 | $1.1M | Sell |
29,238
-2,952
| -9% | -$111K | ﹤0.01% | 720 |
|
|
2018
Q2 | $1.1M | Sell |
32,190
-4,470
| -12% | -$153K | ﹤0.01% | 690 |
|
|
2018
Q1 | $1.11M | Buy |
36,660
+2,706
| +8% | +$81.9K | ﹤0.01% | 676 |
|
|
2017
Q4 | $820K | Buy |
33,954
+4,194
| +14% | +$101K | ﹤0.01% | 826 |
|
|
2017
Q3 | $715K | Sell |
29,760
-35,142
| -54% | -$844K | ﹤0.01% | 862 |
|
|
2017
Q2 | $1.45M | Sell |
64,902
-49,566
| -43% | -$1.11M | 0.01% | 542 |
|
|
2017
Q1 | $2.15M | Buy |
114,468
+71,820
| +168% | +$1.35M | 0.01% | 398 |
|
|
2016
Q4 | $889K | Sell |
42,648
-16,122
| -27% | -$336K | 0.01% | 673 |
|
|
2016
Q3 | $1.56M | Sell |
58,770
-65,832
| -53% | -$1.75M | 0.01% | 447 |
|
|
2016
Q2 | $2.55M | Buy |
124,602
+48,030
| +63% | +$982K | 0.02% | 283 |
|
|
2016
Q1 | $2.08M | Buy |
76,572
+9,864
| +15% | +$268K | 0.02% | 307 |
|
|
2015
Q4 | $1.96M | Buy |
66,708
+7,284
| +12% | +$214K | 0.02% | 314 |
|
|
2015
Q3 | $1.7M | Buy |
+59,424
| New | +$1.7M | 0.02% | 328 |
|
|
2015
Q2 | – | Sell |
-29,484
| Closed | -$718K | – | 2316 |
|
|
2015
Q1 | $718K | Buy |
29,484
+4,050
| +16% | +$98.6K | 0.01% | 590 |
|
|
2014
Q4 | $520K | Buy |
25,434
+19,062
| +299% | +$390K | 0.01% | 678 |
|
|
2014
Q3 | $104K | Buy |
6,372
+4,572
| +254% | +$74.6K | ﹤0.01% | 1435 |
|
|
2014
Q2 | $25K | Buy |
+1,800
| New | +$25K | ﹤0.01% | 2329 |
|