Deroy & Devereaux Private Investment Counsel’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 | $871K | Buy |
4,258
+774
| +22% | +$158K | 0.05% | 118 |
|
2025
Q1 | $595K | Sell |
3,484
-100
| -3% | -$17.1K | 0.03% | 125 |
|
2024
Q4 | $652K | Buy |
3,584
+14
| +0.4% | +$2.55K | 0.04% | 123 |
|
2024
Q3 | $610K | Hold |
3,570
| – | – | 0.03% | 125 |
|
2024
Q2 | $605K | Hold |
3,570
| – | – | 0.04% | 119 |
|
2024
Q1 | $507K | Hold |
3,570
| – | – | 0.03% | 132 |
|
2023
Q4 | $526K | Hold |
3,570
| – | – | 0.04% | 127 |
|
2023
Q3 | $418K | Sell |
3,570
-800
| -18% | -$93.7K | 0.03% | 133 |
|
2023
Q2 | $558K | Hold |
4,370
| – | – | 0.04% | 123 |
|
2023
Q1 | $436K | Sell |
4,370
-400
| -8% | -$39.9K | 0.03% | 113 |
|
2022
Q4 | $333K | Hold |
4,770
| – | – | 0.03% | 118 |
|
2022
Q3 | $391K | Hold |
4,770
| – | – | 0.03% | 110 |
|
2022
Q2 | $393K | Buy |
+4,770
| New | +$393K | 0.03% | 111 |
|
2021
Q1 | – | Sell |
-5,370
| Closed | -$318K | – | 151 |
|
2020
Q4 | $318K | Hold |
5,370
| – | – | 0.03% | 127 |
|
2020
Q3 | $219K | Buy |
+5,370
| New | +$219K | 0.02% | 137 |
|