Crewe Advisors’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 | $435K | Buy |
2,125
+176
| +9% | +$36K | 0.06% | 100 |
|
|
2025
Q1 | $333K | Sell |
1,949
-189
| -9% | -$32.3K | 0.05% | 105 |
|
|
2024
Q4 | $389K | Sell |
2,138
-2
| -0.1% | -$364 | 0.05% | 97 |
|
|
2024
Q3 | $366K | Sell |
2,140
-894
| -29% | -$153K | 0.04% | 103 |
|
|
2024
Q2 | $514K | Sell |
3,034
-124
| -4% | -$21K | 0.06% | 103 |
|
|
2024
Q1 | $449K | Buy |
+3,158
| New | +$449K | 0.05% | 107 |
|
|
2023
Q3 | – | Sell |
-38
| Closed | -$4.86K | – | 832 |
|
|
2023
Q2 | $4.86K | Hold |
38
| – | – | ﹤0.01% | 466 |
|
|
2023
Q1 | $3.8K | Sell |
38
-34
| -47% | -$3.4K | ﹤0.01% | 665 |
|
|
2022
Q4 | $5.02K | Sell |
72
-252
| -78% | -$17.6K | ﹤0.01% | 673 |
|
|
2022
Q3 | $27K | Buy |
324
+120
| +59% | +$10K | ﹤0.01% | 410 |
|
|
2022
Q2 | $17K | Buy |
+204
| New | +$17K | ﹤0.01% | 468 |
|
|
2020
Q4 | – | Sell |
-36
| Closed | -$1K | – | 593 |
|
|
2020
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 600 |
|
|
2019
Q1 | – | Sell |
-1,200
| Closed | -$38K | – | 264 |
|
|
2018
Q4 | $38K | Sell |
1,200
-300
| -20% | -$9.5K | 0.01% | 129 |
|
|
2018
Q3 | $56K | Hold |
1,500
| – | – | 0.05% | 109 |
|
|
2018
Q2 | $51K | Hold |
1,500
| – | – | 0.05% | 119 |
|
|
2018
Q1 | $45K | Sell |
1,500
-300
| -17% | -$9K | 0.04% | 121 |
|
|
2017
Q4 | $43K | Buy |
+1,800
| New | +$43K | 0.04% | 129 |
|