D.A. Davidson & Co’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 | $13.5M | Buy |
66,140
+582
| +0.9% | +$119K | 0.1% | 167 |
|
|
2025
Q1 | $11.2M | Sell |
65,558
-520
| -0.8% | -$88.7K | 0.09% | 176 |
|
|
2024
Q4 | $12M | Buy |
66,078
+3,344
| +5% | +$608K | 0.1% | 166 |
|
|
2024
Q3 | $10.7M | Sell |
62,734
-5,690
| -8% | -$972K | 0.09% | 181 |
|
|
2024
Q2 | $11.6M | Buy |
68,424
+9,944
| +17% | +$1.69M | 0.1% | 157 |
|
|
2024
Q1 | $8.31M | Sell |
58,480
-4,774
| -8% | -$678K | 0.07% | 203 |
|
|
2023
Q4 | $9.33M | Buy |
63,254
+5,088
| +9% | +$750K | 0.09% | 171 |
|
|
2023
Q3 | $6.82M | Sell |
58,166
-2,286
| -4% | -$268K | 0.07% | 210 |
|
|
2023
Q2 | $7.72M | Sell |
60,452
-3,790
| -6% | -$484K | 0.08% | 199 |
|
|
2023
Q1 | $6.41M | Buy |
64,242
+1,034
| +2% | +$103K | 0.07% | 221 |
|
|
2022
Q4 | $4.41M | Buy |
63,208
+4,910
| +8% | +$343K | 0.05% | 274 |
|
|
2022
Q3 | $4.78M | Sell |
58,298
-7,438
| -11% | -$609K | 0.06% | 235 |
|
|
2022
Q2 | $5.41M | Sell |
65,736
-7,860
| -11% | -$647K | 0.07% | 226 |
|
|
2022
Q1 | $7.64M | Buy |
73,596
+17,472
| +31% | +$1.81M | 0.08% | 193 |
|
|
2021
Q4 | $5.21M | Buy |
56,124
+2,184
| +4% | +$203K | 0.06% | 256 |
|
|
2021
Q3 | $4.31M | Buy |
53,940
+1,188
| +2% | +$94.8K | 0.05% | 279 |
|
|
2021
Q2 | $3.26M | Buy |
52,752
+3,318
| +7% | +$205K | 0.04% | 330 |
|
|
2021
Q1 | $2.65M | Buy |
49,434
+28,662
| +138% | +$1.54M | 0.03% | 343 |
|
|
2020
Q4 | $1.23M | Buy |
20,772
+876
| +4% | +$51.9K | 0.02% | 460 |
|
|
2020
Q3 | $812K | Buy |
19,896
+2,220
| +13% | +$90.6K | 0.01% | 508 |
|
|
2020
Q2 | $677K | Sell |
17,676
-13,956
| -44% | -$535K | 0.01% | 526 |
|
|
2020
Q1 | $865K | Buy |
31,632
+3,306
| +12% | +$90.4K | 0.02% | 469 |
|
|
2019
Q4 | $1.09M | Sell |
28,326
-1,650
| -6% | -$63.6K | 0.02% | 485 |
|
|
2019
Q3 | $1.02M | Sell |
29,976
-10,548
| -26% | -$358K | 0.02% | 472 |
|
|
2019
Q2 | $1.38M | Buy |
40,524
+1,596
| +4% | +$54.2K | 0.03% | 404 |
|
|
2019
Q1 | $1.56M | Buy |
38,928
+168
| +0.4% | +$6.73K | 0.03% | 406 |
|
|
2018
Q4 | $1.22M | Buy |
38,760
+3,924
| +11% | +$123K | 0.02% | 435 |
|
|
2018
Q3 | $1.31M | Sell |
34,836
-5,784
| -14% | -$217K | 0.02% | 450 |
|
|
2018
Q2 | $1.39M | Sell |
40,620
-20,616
| -34% | -$706K | 0.03% | 423 |
|
|
2018
Q1 | $1.85M | Sell |
61,236
-4,128
| -6% | -$125K | 0.04% | 345 |
|
|
2017
Q4 | $1.58M | Sell |
65,364
-600
| -0.9% | -$14.5K | 0.03% | 373 |
|
|
2017
Q3 | $1.58M | Sell |
65,964
-2,514
| -4% | -$60.4K | 0.03% | 406 |
|
|
2017
Q2 | $1.53M | Buy |
68,478
+9,954
| +17% | +$222K | 0.03% | 371 |
|
|
2017
Q1 | $1.1M | Buy |
58,524
+44,820
| +327% | +$842K | 0.03% | 416 |
|
|
2016
Q4 | $284K | Buy |
13,704
+1,128
| +9% | +$23.4K | 0.01% | 864 |
|
|
2016
Q3 | $332K | Buy |
12,576
+2,430
| +24% | +$64.2K | 0.01% | 767 |
|
|
2016
Q2 | $206K | Buy |
10,146
+3,726
| +58% | +$75.7K | 0.01% | 834 |
|
|
2016
Q1 | $172K | Buy |
6,420
+1,044
| +19% | +$28K | 0.01% | 898 |
|
|
2015
Q4 | $156K | Buy |
5,376
+474
| +10% | +$13.8K | 0.01% | 933 |
|
|
2015
Q3 | $138K | Buy |
4,902
+1,026
| +26% | +$28.9K | ﹤0.01% | 967 |
|
|
2015
Q2 | $112K | Sell |
3,876
-480
| -11% | -$13.9K | ﹤0.01% | 1102 |
|
|
2015
Q1 | $105K | Sell |
4,356
-1,440
| -25% | -$34.7K | ﹤0.01% | 1123 |
|
|
2014
Q4 | $116K | Sell |
5,796
-876
| -13% | -$17.5K | ﹤0.01% | 1066 |
|
|
2014
Q3 | $108K | Sell |
6,672
-522
| -7% | -$8.45K | ﹤0.01% | 1086 |
|
|
2014
Q2 | $99K | Buy |
7,194
+6,156
| +593% | +$84.7K | ﹤0.01% | 1146 |
|
|
2014
Q1 | $11K | Hold |
1,038
| – | – | ﹤0.01% | 1781 |
|
|
2013
Q4 | $9K | Hold |
1,038
| – | – | ﹤0.01% | 1744 |
|
|
2013
Q3 | $7K | Sell |
1,038
-1,200
| -54% | -$8.09K | ﹤0.01% | 1534 |
|
|
2013
Q2 | $15K | Buy |
+2,238
| New | +$15K | ﹤0.01% | 1364 |
|