Dana Investment 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 | $1.01M | Buy |
4,918
+274
| +6% | +$56.1K | 0.03% | 388 |
|
2025
Q1 | $792K | Buy |
4,644
+22
| +0.5% | +$3.75K | 0.03% | 401 |
|
2024
Q4 | $841K | Sell |
4,622
-30
| -0.6% | -$5.46K | 0.03% | 406 |
|
2024
Q3 | $795K | Sell |
4,652
-190
| -4% | -$32.5K | 0.03% | 409 |
|
2024
Q2 | $821K | Sell |
4,842
-1,190
| -20% | -$202K | 0.03% | 396 |
|
2024
Q1 | $857K | Sell |
6,032
-35,372
| -85% | -$5.03M | 0.03% | 391 |
|
2023
Q4 | $6.1M | Sell |
41,404
-6,994
| -14% | -$1.03M | 0.29% | 85 |
|
2023
Q3 | $5.67M | Sell |
48,398
-2,972
| -6% | -$348K | 0.29% | 89 |
|
2023
Q2 | $6.56M | Buy |
51,370
+1,786
| +4% | +$228K | 0.32% | 79 |
|
2023
Q1 | $4.95M | Buy |
49,584
+15,748
| +47% | +$1.57M | 0.25% | 91 |
|
2022
Q4 | $2.36M | Buy |
+33,836
| New | +$2.36M | 0.12% | 120 |
|