DAS
Dynamic Advisor Solutions’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Buy |
33,076
+1,467
| +5% | +$300K | 0.21% | 111 |
|
|
2025
Q1 | $5.39M | Buy |
31,609
+1,688
| +6% | +$288K | 0.18% | 137 |
|
|
2024
Q4 | $5.44M | Buy |
29,921
+14,923
| +99% | -$13.6K | 0.24% | 103 |
|
|
2024
Q3 | $5.13M | Buy |
14,998
+1,781
| +13% | +$609K | 0.15% | 167 |
|
|
2024
Q2 | $4.48M | Buy |
13,217
+2,457
| +23% | +$833K | 0.14% | 179 |
|
|
2024
Q1 | $3.06M | Buy |
10,760
+7,535
| +234% | +$2.14M | 0.1% | 238 |
|
|
2023
Q4 | $912K | Buy |
3,225
+82
| +3% | +$23.2K | 0.03% | 433 |
|
|
2023
Q3 | $737K | Buy |
3,143
+953
| +44% | +$223K | 0.03% | 426 |
|
|
2023
Q2 | $560K | Sell |
2,190
-369
| -14% | -$94.3K | 0.03% | 459 |
|
|
2023
Q1 | $511K | Buy |
2,559
+628
| +33% | +$125K | 0.03% | 461 |
|
|
2022
Q4 | $269K | Sell |
1,931
-31
| -2% | -$4.33K | 0.02% | 582 |
|
|
2022
Q3 | $321K | Buy |
1,962
+1,357
| +224% | +$24.1K | 0.02% | 505 |
|
|
2022
Q2 | $299K | Buy |
605
+53
| +10% | +$26.2K | 0.02% | 529 |
|
|
2022
Q1 | $344K | Sell |
552
-111
| -17% | -$69.2K | 0.02% | 528 |
|
|
2021
Q4 | $369K | Buy |
663
+12
| +2% | +$6.68K | 0.03% | 507 |
|
|
2021
Q3 | $312K | Buy |
+651
| New | +$312K | 0.02% | 565 |
|
|
2020
Q1 | – | Sell |
-1,808
| Closed | -$418K | – | 542 |
|
|
2019
Q4 | $418K | Buy |
+1,808
| New | +$418K | 0.06% | 339 |
|
|
2019
Q3 | – | Sell |
-1,549
| Closed | -$316K | – | 534 |
|
|
2019
Q2 | $316K | Buy |
+1,549
| New | +$316K | 0.05% | 349 |
|