Dorsey & Whitney Trust’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 | $5.16M | Buy |
25,232
+6,852
| +37% | +$1.4M | 0.27% | 81 |
|
|
2025
Q1 | $3.14M | Buy |
18,380
+1,850
| +11% | +$316K | 0.18% | 117 |
|
|
2024
Q4 | $3.01M | Buy |
16,530
+310
| +2% | +$56.4K | 0.17% | 122 |
|
|
2024
Q3 | $2.77M | Buy |
16,220
+3,154
| +24% | +$539K | 0.15% | 126 |
|
|
2024
Q2 | $2.21M | Buy |
13,066
+1,888
| +17% | +$320K | 0.15% | 123 |
|
|
2024
Q1 | $1.59M | Sell |
11,178
-1,378
| -11% | -$196K | 0.11% | 163 |
|
|
2023
Q4 | $1.85M | Buy |
12,556
+1,672
| +15% | +$247K | 0.14% | 140 |
|
|
2023
Q3 | $1.28M | Buy |
10,884
+280
| +3% | +$32.8K | 0.11% | 168 |
|
|
2023
Q2 | $1.35M | Buy |
10,604
+742
| +8% | +$94.8K | 0.11% | 170 |
|
|
2023
Q1 | $985K | Sell |
9,862
-212
| -2% | -$21.2K | 0.09% | 204 |
|
|
2022
Q4 | $703K | Sell |
10,074
-132
| -1% | -$9.21K | 0.07% | 238 |
|
|
2022
Q3 | $835K | Buy |
10,206
+1,086
| +12% | +$88.9K | 0.09% | 203 |
|
|
2022
Q2 | $750K | Sell |
9,120
-42
| -0.5% | -$3.45K | 0.08% | 222 |
|
|
2022
Q1 | $951K | Buy |
9,162
+114
| +1% | +$11.8K | 0.08% | 206 |
|
|
2021
Q4 | $840K | Buy |
9,048
+534
| +6% | +$49.6K | 0.07% | 226 |
|
|
2021
Q3 | $679K | Buy |
8,514
+654
| +8% | +$52.2K | 0.06% | 236 |
|
|
2021
Q2 | $486K | Buy |
7,860
+1,926
| +32% | +$119K | 0.05% | 291 |
|
|
2021
Q1 | $319K | Sell |
5,934
-420
| -7% | -$22.6K | 0.03% | 371 |
|
|
2020
Q4 | $376K | Buy |
6,354
+234
| +4% | +$13.8K | 0.04% | 292 |
|
|
2020
Q3 | $250K | Hold |
6,120
| – | – | 0.03% | 345 |
|
|
2020
Q2 | $234K | Buy |
+6,120
| New | +$234K | 0.03% | 364 |
|
|
2020
Q1 | – | Sell |
-12,318
| Closed | -$474K | – | 452 |
|
|
2019
Q4 | $474K | Sell |
12,318
-1,158
| -9% | -$44.6K | 0.06% | 235 |
|
|
2019
Q3 | $459K | Sell |
13,476
-522
| -4% | -$17.8K | 0.07% | 231 |
|
|
2019
Q2 | $476K | Buy |
13,998
+2,028
| +17% | +$69K | 0.07% | 222 |
|
|
2019
Q1 | $485K | Buy |
11,970
+1,128
| +10% | +$45.7K | 0.08% | 209 |
|
|
2018
Q4 | $341K | Buy |
10,842
+24
| +0.2% | +$755 | 0.06% | 232 |
|
|
2018
Q3 | $406K | Buy |
10,818
+4,242
| +65% | +$159K | 0.06% | 218 |
|
|
2018
Q2 | $225K | Buy |
+6,576
| New | +$225K | 0.04% | 333 |
|