Envestnet Asset Management’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
$220M Sell
1,076,225
-11,537
-1% -$2.36M 0.06% 286
2025
Q1
$186M Sell
1,087,762
-33,769
-3% -$5.76M 0.06% 304
2024
Q4
$204M Sell
1,121,531
-32,859
-3% -$5.98M 0.07% 272
2024
Q3
$197M Buy
1,154,390
+109,710
+11% +$18.7M 0.06% 282
2024
Q2
$177M Buy
1,044,680
+55,908
+6% +$9.48M 0.06% 286
2024
Q1
$140M Sell
988,772
-9,746
-1% -$1.38M 0.05% 344
2023
Q4
$147M Buy
998,518
+75,400
+8% +$11.1M 0.06% 301
2023
Q3
$108M Buy
923,118
+197,708
+27% +$23.2M 0.05% 363
2023
Q2
$92.7M Buy
725,410
+21,508
+3% +$2.75M 0.04% 362
2023
Q1
$70.3M Buy
703,902
+30,230
+4% +$3.02M 0.03% 404
2022
Q4
$47M Buy
673,672
+47,996
+8% +$3.35M 0.02% 497
2022
Q3
$51.2M Buy
625,676
+18,560
+3% +$1.52M 0.03% 430
2022
Q2
$50M Buy
607,116
+46,026
+8% +$3.79M 0.03% 432
2022
Q1
$58.2M Sell
561,090
-1,194
-0.2% -$124K 0.03% 439
2021
Q4
$52.2M Sell
562,284
-1,212
-0.2% -$112K 0.03% 484
2021
Q3
$45M Buy
563,496
+35,574
+7% +$2.84M 0.02% 492
2021
Q2
$32.6M Buy
527,922
+11,694
+2% +$723K 0.02% 597
2021
Q1
$27.7M Buy
516,228
+28,182
+6% +$1.51M 0.02% 599
2020
Q4
$28.9M Buy
488,046
+53,580
+12% +$3.17M 0.02% 507
2020
Q3
$17.7M Buy
434,466
+8,328
+2% +$340K 0.02% 597
2020
Q2
$16.3M Sell
426,138
-56,238
-12% -$2.15M 0.02% 596
2020
Q1
$13.2M Sell
482,376
-320,826
-40% -$8.77M 0.02% 579
2019
Q4
$31M Buy
803,202
+338,046
+73% +$13M 0.03% 393
2019
Q3
$15.8M Buy
465,156
+32,958
+8% +$1.12M 0.02% 564
2019
Q2
$14.7M Buy
432,198
+41,940
+11% +$1.42M 0.02% 576
2019
Q1
$15.8M Buy
390,258
+56,958
+17% +$2.31M 0.02% 522
2018
Q4
$10.5M Buy
+333,300
New +$10.5M 0.02% 589
2018
Q3
Sell
-26,286
Closed -$900K 2195
2018
Q2
$900K Sell
26,286
-798
-3% -$27.3K ﹤0.01% 1094
2018
Q1
$824K Sell
27,084
-1,014
-4% -$30.9K ﹤0.01% 1005
2017
Q4
$678K Sell
28,098
-1,548
-5% -$37.4K ﹤0.01% 1358
2017
Q3
$710K Sell
29,646
-942
-3% -$22.6K ﹤0.01% 1297
2017
Q2
$683K Sell
30,588
-13,968
-31% -$312K ﹤0.01% 1352
2017
Q1
$836K Sell
44,556
-1,614
-3% -$30.3K ﹤0.01% 1295
2016
Q4
$964K Sell
46,170
-2,766
-6% -$57.8K ﹤0.01% 1200
2016
Q3
$1.3M Sell
48,936
-75,246
-61% -$2M 0.01% 1126
2016
Q2
$2.54M Sell
124,182
-10,824
-8% -$221K 0.01% 910
2016
Q1
$3.67M Buy
135,006
+31,218
+30% +$849K 0.02% 704
2015
Q4
$3.05M Buy
103,788
+43,476
+72% +$1.28M 0.01% 764
2015
Q3
$1.73M Buy
60,312
+21,864
+57% +$627K 0.01% 1021
2015
Q2
$1.12M Sell
38,448
-3,534
-8% -$103K 0.01% 1348
2015
Q1
$1.02M Buy
41,982
+40,650
+3,052% +$990K 0.01% 1276
2014
Q4
$27K Buy
1,332
+126
+10% +$2.55K ﹤0.01% 1647
2014
Q3
$20K Buy
1,206
+108
+10% +$1.79K ﹤0.01% 1884
2014
Q2
$15K Buy
+1,098
New +$15K ﹤0.01% 1864